+167.6%
SYK vs AMC
-99.0%
+266.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.1% | -1.9% |
| 7D | -12.3% | -7.1% | -5.2% | -12.2% |
| 30D | -22.4% | -1.7% | -20.8% | -22.4% |
| 3M | -12.3% | +13.5% | -25.8% | -12.8% |
| 6M | -24.3% | +112.6% | -136.9% | -25.9% |
| YTD | -22.8% | +51.3% | -74.0% | -23.9% |
| 1Y | -28.8% | -14.5% | -14.3% | -29.0% |
| 3Y | -4.0% | -67.1% | +63.2% | -3.8% |
| 5Y | +3.8% | -99.5% | +103.4% | +10.6% |
| All | +167.6% | -99.0% | +266.6% | +128.8% |
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