-98.7%
AMC vs BHP
+363.1%
-461.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.7% | +4.6% | +6.6% |
| 7D | +6.6% | +3.5% | +3.1% | +5.1% |
| 30D | +14.1% | -4.5% | +18.6% | +16.6% |
| 3M | +31.3% | -6.4% | +37.6% | +35.2% |
| 6M | +126.7% | -0.1% | +126.7% | +126.3% |
| YTD | +117.9% | +43.0% | +74.9% | +82.6% |
| 1Y | +41.1% | +56.5% | -15.4% | +13.2% |
| 3Y | -61.0% | +62.0% | -123.0% | -70.1% |
| 5Y | -99.1% | +130.4% | -229.5% | -99.5% |
| 10Y | -98.7% | +349.1% | -447.7% | -99.4% |
| All | -98.7% | +363.1% | -461.8% | -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