+11.7%
AMAX price history and return analytics
+57.0%
-45.3%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.8% |
| 7D | -1.9% | +2.4% | -4.3% | -2.9% |
| 30D | -4.3% | -1.5% | -2.8% | -3.7% |
| 3M | -4.7% | -4.1% | -0.6% | -3.1% |
| 6M | -8.2% | +0.6% | -8.7% | -8.4% |
| YTD | -1.9% | +11.0% | -12.9% | -5.9% |
| 1Y | -2.4% | +13.3% | -15.7% | -7.1% |
| 3Y | +27.9% | +73.4% | -45.5% | +3.2% |
| All | +11.7% | +57.0% | -45.3% | -7.9% |
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