+87.5%
AMLX price history and return analytics
+65.7%
+21.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | 0.0% |
| 7D | +0.2% | +1.0% | -0.8% | -1.1% |
| 30D | +48.5% | -0.2% | +48.7% | +48.0% |
| 3M | +160.4% | +4.5% | +155.9% | +143.9% |
| 6M | +144.6% | +14.1% | +130.6% | +104.8% |
| YTD | +180.5% | +14.8% | +165.7% | +133.1% |
| 1Y | +224.5% | +21.2% | +203.3% | +149.9% |
| 3Y | +65.1% | +76.6% | -11.5% | -16.1% |
| All | +87.5% | +65.7% | +21.8% | +25.5% |
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