+178.9%
YUM vs AMC
-99.0%
+277.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.9% | +1.5% | -2.4% |
| 7D | -3.6% | -6.8% | +3.3% | -3.5% |
| 30D | +0.4% | +1.7% | -1.3% | +0.4% |
| 3M | -3.8% | +26.8% | -30.6% | -4.1% |
| 6M | -8.3% | +117.7% | -126.0% | -9.2% |
| YTD | -2.6% | +57.7% | -60.3% | -3.3% |
| 1Y | +1.5% | -12.5% | +14.0% | +1.3% |
| 3Y | +21.6% | -65.7% | +87.3% | +21.6% |
| 5Y | +23.5% | -99.5% | +123.0% | +26.4% |
| 10Y | +178.9% | -99.0% | +277.9% | +151.4% |
| All | +178.9% | -99.0% | +277.9% | +151.4% |
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