-56.7%
AMC vs BN
+102.0%
-158.7%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.7% |
| 7D | -2.8% | -2.4% | -0.4% | -1.1% |
| 30D | +14.0% | +13.5% | +0.5% | +6.0% |
| 3M | +42.5% | -5.9% | +48.4% | +48.3% |
| 6M | +142.6% | -8.9% | +151.5% | +156.8% |
| YTD | +119.2% | -7.9% | +127.1% | +129.2% |
| 1Y | +40.7% | -8.3% | +49.0% | +47.6% |
| All | -56.7% | +102.0% | -158.7% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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