+38.2%
AMC vs BHP
+54.8%
-16.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.7% | +4.6% | +6.8% |
| 7D | +6.6% | +3.5% | +3.1% | +5.3% |
| 30D | +14.1% | -4.5% | +18.6% | +15.8% |
| 3M | +31.3% | -6.4% | +37.6% | +34.1% |
| 6M | +126.7% | -0.1% | +126.7% | +129.2% |
| YTD | +117.9% | +43.0% | +74.9% | +117.5% |
| All | +38.2% | +54.8% | -16.6% | +32.1% |
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