+1.3%
YUM vs AMC
-12.8%
+14.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.9% | +1.5% | -2.3% |
| 7D | -3.6% | -6.8% | +3.3% | -3.4% |
| 30D | +0.4% | +1.7% | -1.3% | +0.3% |
| 3M | -3.8% | +26.8% | -30.6% | -4.4% |
| 6M | -8.3% | +117.7% | -126.0% | -10.9% |
| YTD | -2.6% | +57.7% | -60.3% | -4.8% |
| All | +1.3% | -12.8% | +14.1% | -2.4% |
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 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