+1,058.6%
AMR price history and return analytics
+74.7%
+983.9%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.0% | +3.0% |
| 7D | -7.1% | -2.3% | -4.8% | -4.6% |
| 30D | -13.1% | -5.0% | -8.1% | -8.2% |
| 3M | -2.8% | -4.9% | +2.1% | +2.7% |
| 6M | -25.0% | -1.5% | -23.4% | -23.6% |
| YTD | -26.0% | +8.5% | -34.5% | -32.6% |
| 1Y | -13.6% | +11.4% | -24.9% | -23.5% |
| 3Y | -32.1% | +70.1% | -102.2% | -62.0% |
| 5Y | +155.4% | +53.7% | +101.6% | +66.0% |
| All | +1,058.6% | +74.7% | +983.9% | +540.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling