-2.6%
AMC vs BHP
+65.8%
-68.3%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.5% | +6.8% | +5.0% |
| 7D | +2.3% | -5.0% | +7.3% | +3.8% |
| 30D | -0.7% | +1.2% | -1.9% | -1.1% |
| 3M | +35.2% | +1.8% | +33.4% | +34.9% |
| 6M | +124.6% | +18.0% | +106.6% | +117.1% |
| YTD | +69.9% | +52.7% | +17.1% | +68.0% |
| 1Y | -2.6% | +66.0% | -68.6% | -4.4% |
| All | -2.6% | +65.8% | -68.3% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1y: compounded portfolio wealth divided by compounded BHP 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…
1y analysis · Full analysis span regression · 6 months rolling