-52.0%
FIG vs AMC
+33.2%
-85.2%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.7% | +5.5% | +3.2% |
| 7D | +3.4% | +3.5% | -0.1% | +2.7% |
| 30D | -9.5% | +12.5% | -21.9% | -10.5% |
| 3M | -26.2% | +23.6% | -49.8% | -28.5% |
| 6M | +2.7% | +144.4% | -141.7% | -10.3% |
| YTD | -48.0% | +108.3% | -156.3% | -54.4% |
| 1Y | -52.0% | +38.9% | -90.9% | -52.6% |
| All | -52.0% | +33.2% | -85.2% | -52.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling