+313.3%
LOW vs AMC
-98.6%
+411.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +8.3% | -4.9% | +3.2% |
| 7D | +6.4% | +6.6% | -0.2% | +6.3% |
| 30D | +25.6% | +14.1% | +11.5% | +25.3% |
| 3M | +4.6% | +31.3% | -26.7% | +4.1% |
| 6M | +2.5% | +126.7% | -124.1% | +0.8% |
| YTD | -1.6% | +117.9% | -119.6% | -3.3% |
| 1Y | +1.7% | +41.1% | -39.3% | +0.6% |
| 3Y | +29.4% | -61.0% | +90.4% | +29.2% |
| 5Y | +9.6% | -99.1% | +108.8% | +12.4% |
| 10Y | +313.3% | -98.7% | +412.0% | +276.2% |
| All | +313.3% | -98.6% | +411.9% | +276.2% |
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