+59.8%
AMLX price history and return analytics
+74.2%
-14.4%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.7% | -3.5% |
| 7D | -6.1% | -0.1% | -5.9% | -5.9% |
| 30D | +42.9% | -0.7% | +43.6% | +43.3% |
| 3M | +139.1% | +4.0% | +135.1% | +123.3% |
| 6M | +126.4% | +12.3% | +114.1% | +88.3% |
| YTD | +168.2% | +14.0% | +154.2% | +117.8% |
| 1Y | +208.3% | +20.3% | +188.0% | +128.4% |
| All | +59.8% | +74.2% | -14.4% | -36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling