+235.0%
AMRX price history and return analytics
+65.7%
+169.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.9% |
| 7D | -4.5% | -0.1% | -4.3% | -4.4% |
| 30D | -3.5% | -0.7% | -2.9% | -2.8% |
| 3M | +17.4% | +4.0% | +13.4% | +11.7% |
| 6M | +30.2% | +12.3% | +17.9% | +13.0% |
| YTD | +36.9% | +14.0% | +22.9% | +16.5% |
| 1Y | +74.4% | +20.3% | +54.1% | +39.3% |
| 3Y | +357.6% | +75.4% | +282.1% | +133.1% |
| 5Y | +235.0% | +66.0% | +169.0% | +82.3% |
| All | +235.0% | +65.7% | +169.3% | +82.3% |
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