-99.3%
AMC vs BB
-20.8%
-78.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.4% | -2.5% | -0.3% |
| 7D | +2.6% | +3.8% | -1.2% | +0.8% |
| 30D | +9.0% | -0.3% | +9.4% | +8.2% |
| 3M | +22.2% | -0.5% | +22.6% | +20.1% |
| 6M | +91.5% | +45.9% | +45.6% | +39.9% |
| YTD | +101.3% | +130.6% | -29.3% | +9.5% |
| 1Y | +20.8% | +89.2% | -68.4% | -26.7% |
| 3Y | -71.3% | +137.5% | -208.8% | -87.3% |
| All | -99.3% | -20.8% | -78.5% | -98.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling