-58.9%
AMC vs BHP
+53.3%
-112.2%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -2.2% |
| 7D | +3.5% | -0.5% | +4.0% | +3.7% |
| 30D | +12.5% | -4.5% | +17.0% | +14.3% |
| 3M | +23.6% | -6.9% | +30.5% | +26.7% |
| 6M | +144.4% | -10.6% | +154.9% | +153.8% |
| YTD | +108.3% | +37.2% | +71.1% | +91.8% |
| 1Y | +38.9% | +48.0% | -9.1% | +24.7% |
| 3Y | -58.9% | +52.6% | -111.4% | -60.7% |
| All | -58.9% | +53.3% | -112.2% | -60.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling