+40.2%
AMC vs BHP
+53.4%
-13.2%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +6.4% |
| 7D | +17.7% | -2.5% | +20.3% | +18.8% |
| 30D | +26.2% | -7.7% | +33.9% | +29.6% |
| 3M | +31.3% | -6.4% | +37.7% | +34.3% |
| 6M | +142.8% | +5.2% | +137.6% | +144.3% |
| YTD | +125.6% | +38.3% | +87.3% | +123.0% |
| 1Y | +40.2% | +53.4% | -13.1% | +27.3% |
| All | +40.2% | +53.4% | -13.2% | +27.3% |
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