+97.6%
LYV vs AMC
-99.5%
+197.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.1% | +0.4% |
| 7D | -4.2% | -7.1% | +2.9% | -3.6% |
| 30D | -7.2% | -1.7% | -5.6% | -7.2% |
| 3M | +1.5% | +13.5% | -11.9% | -0.7% |
| 6M | +2.7% | +112.6% | -109.9% | -5.6% |
| YTD | +19.4% | +51.3% | -31.9% | +12.4% |
| 1Y | -0.5% | -14.5% | +14.0% | -1.7% |
| 3Y | +110.1% | -67.1% | +177.3% | +114.8% |
| 5Y | +97.6% | -99.5% | +197.1% | +201.2% |
| All | +97.6% | -99.5% | +197.1% | +201.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling