-98.9%
AMC vs BTI
+67.8%
-166.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.2% |
| 7D | -0.8% | -1.4% | +0.6% | -0.2% |
| 30D | -1.2% | -7.0% | +5.9% | +1.8% |
| 3M | +42.2% | -6.3% | +48.5% | +44.9% |
| 6M | +118.8% | -2.0% | +120.8% | +117.3% |
| YTD | +64.1% | +0.2% | +63.9% | +61.1% |
| 1Y | -9.5% | +3.8% | -13.3% | -12.7% |
| 3Y | -64.3% | +112.1% | -176.4% | -75.8% |
| 5Y | -99.5% | +113.6% | -213.1% | -99.6% |
| 10Y | -98.9% | +69.6% | -168.5% | -99.3% |
| All | -98.9% | +67.8% | -166.7% | -99.3% |
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