-56.8%
AMC vs BB
+152.5%
-209.3%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.6% | +2.1% |
| 7D | +5.5% | +11.6% | -6.1% | +1.6% |
| 30D | +16.1% | +2.6% | +13.5% | +14.4% |
| 3M | +43.0% | +3.5% | +39.5% | +39.6% |
| 6M | +130.7% | +43.5% | +87.2% | +86.4% |
| YTD | +121.8% | +141.2% | -19.4% | +38.6% |
| 1Y | +40.7% | +97.4% | -56.8% | -4.2% |
| 3Y | -56.8% | +151.1% | -207.9% | -78.2% |
| All | -56.8% | +152.5% | -209.3% | -78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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