-98.8%
AMC vs BHP
+339.3%
-438.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.5% | -1.5% |
| 7D | +8.4% | +2.5% | +6.0% | +7.3% |
| 30D | +9.2% | -5.2% | +14.4% | +12.0% |
| 3M | +32.0% | -8.7% | +40.7% | +37.5% |
| 6M | +149.3% | -6.9% | +156.1% | +157.2% |
| YTD | +114.1% | +39.0% | +75.1% | +81.7% |
| 1Y | +35.8% | +48.9% | -13.2% | +11.4% |
| 3Y | -58.3% | +55.4% | -113.7% | -67.5% |
| 5Y | -99.2% | +119.2% | -218.4% | -99.5% |
| All | -98.8% | +339.3% | -438.1% | -99.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling