+253.2%
AMAL price history and return analytics
+144.7%
+108.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -1.3% |
| 7D | -1.4% | -0.7% | -0.7% | -0.8% |
| 30D | +7.2% | -1.7% | +9.0% | +8.9% |
| 3M | +0.5% | -2.3% | +2.8% | +2.5% |
| 6M | +22.5% | +1.5% | +21.0% | +20.0% |
| YTD | +58.8% | +12.0% | +46.8% | +41.6% |
| 1Y | +79.0% | +12.9% | +66.1% | +58.4% |
| 3Y | +170.1% | +74.9% | +95.2% | +59.4% |
| 5Y | +184.1% | +59.9% | +124.2% | +81.8% |
| All | +253.2% | +144.7% | +108.5% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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