+189.5%
AMAL price history and return analytics
+57.4%
+132.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | -0.1% |
| 7D | +0.2% | +0.4% | -0.2% | -0.1% |
| 30D | +8.8% | -2.6% | +11.4% | +11.0% |
| 3M | +1.8% | -3.2% | +5.0% | +4.4% |
| 6M | +20.9% | +0.9% | +20.0% | +19.4% |
| YTD | +60.2% | +11.3% | +48.9% | +46.1% |
| 1Y | +84.1% | +14.0% | +70.1% | +64.6% |
| 3Y | +175.7% | +75.8% | +99.8% | +81.5% |
| 5Y | +189.5% | +57.8% | +131.7% | +107.8% |
| All | +189.5% | +57.4% | +132.2% | +107.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling