+143.9%
AMLX price history and return analytics
+11.9%
+132.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.7% |
| 7D | +2.7% | +2.4% | +0.3% | +0.4% |
| 30D | +12.1% | -1.5% | +13.6% | +14.0% |
| 3M | +34.7% | -4.1% | +38.9% | +40.2% |
| 6M | +107.8% | +0.6% | +107.2% | +102.7% |
| YTD | +150.7% | +11.0% | +139.7% | +114.9% |
| 1Y | +143.9% | +13.3% | +130.5% | +104.0% |
| All | +143.9% | +11.9% | +132.0% | +104.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling