+142.2%
CI vs AMC
-98.6%
+240.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.3% | -7.6% | +0.6% |
| 7D | +0.1% | +6.6% | -6.4% | 0.0% |
| 30D | +4.7% | +14.1% | -9.4% | +4.4% |
| 3M | +5.2% | +31.3% | -26.1% | +4.7% |
| 6M | +3.8% | +126.7% | -122.9% | +2.2% |
| YTD | +9.2% | +117.9% | -108.7% | +7.5% |
| 1Y | +14.3% | +41.1% | -26.8% | +13.2% |
| 3Y | +8.4% | -61.0% | +69.4% | +8.4% |
| 5Y | +50.0% | -99.1% | +149.2% | +55.6% |
| 10Y | +142.2% | -98.7% | +240.9% | +127.4% |
| All | +142.2% | -98.6% | +240.8% | +127.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling