+1,665.4%
AMR price history and return analytics
+85.7%
+1,579.7%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | -0.4% | +0.4% | -0.8% | -0.9% |
| 30D | +54.3% | +1.0% | +53.3% | +52.7% |
| 3M | +4.7% | +2.4% | +2.4% | +2.1% |
| 6M | +23.4% | +12.0% | +11.4% | +8.8% |
| YTD | +12.8% | +15.3% | -2.6% | -3.9% |
| 1Y | +65.9% | +22.6% | +43.3% | +32.7% |
| 3Y | +6.1% | +74.7% | -68.5% | -42.2% |
| 5Y | +427.4% | +66.1% | +361.3% | +213.5% |
| All | +1,665.4% | +85.7% | +1,579.7% | +813.1% |
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