-98.7%
AMC vs BTI
+114.6%
-213.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.3% | +9.6% | +8.8% |
| 7D | +6.6% | -2.9% | +9.5% | +7.8% |
| 30D | +14.1% | +8.3% | +5.8% | +10.1% |
| 3M | +31.3% | +2.9% | +28.4% | +29.3% |
| 6M | +126.7% | +6.2% | +120.5% | +117.1% |
| YTD | +117.9% | +10.9% | +107.0% | +104.6% |
| 1Y | +41.1% | +16.6% | +24.5% | +29.6% |
| 3Y | -61.0% | +142.2% | -203.2% | -75.1% |
| 5Y | -99.1% | +151.3% | -250.4% | -99.5% |
| 10Y | -98.7% | +113.9% | -212.6% | -99.2% |
| All | -98.7% | +114.6% | -213.2% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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