+77.6%
AMLX price history and return analytics
+63.2%
+14.3%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | +0.1% |
| 7D | -5.5% | -2.0% | -3.5% | -3.0% |
| 30D | +35.8% | -1.4% | +37.2% | +37.5% |
| 3M | +138.4% | +4.7% | +133.7% | +122.7% |
| 6M | +114.2% | +11.4% | +102.9% | +85.0% |
| YTD | +165.6% | +13.1% | +152.6% | +125.0% |
| 1Y | +171.3% | +19.0% | +152.2% | +113.8% |
| 3Y | +56.4% | +73.9% | -17.6% | -19.0% |
| All | +77.6% | +63.2% | +14.3% | +21.2% |
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