+575.3%
FAST vs AMC
-98.7%
+674.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.8% | +0.1% |
| 7D | +2.1% | +2.6% | -0.5% | +2.0% |
| 30D | +6.9% | +9.0% | -2.1% | +6.6% |
| 3M | +4.8% | +22.2% | -17.3% | +4.3% |
| 6M | +19.8% | +91.5% | -71.7% | +17.4% |
| YTD | +34.9% | +101.3% | -66.4% | +31.8% |
| 1Y | +32.8% | +20.8% | +12.0% | +31.2% |
| 3Y | +93.7% | -71.3% | +165.1% | +94.8% |
| 5Y | +105.3% | -99.2% | +204.6% | +115.5% |
| All | +575.3% | -98.7% | +674.0% | +610.7% |
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