-97.7%
AMC vs BTI
+163.0%
-260.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.5% | +5.4% | +3.4% |
| 7D | +2.6% | -1.0% | +3.6% | +3.0% |
| 30D | +9.0% | +13.0% | -3.9% | +3.4% |
| 3M | +22.2% | +5.3% | +16.8% | +19.3% |
| 6M | +91.5% | +5.3% | +86.2% | +84.4% |
| YTD | +101.3% | +12.4% | +88.9% | +88.1% |
| 1Y | +20.8% | +18.9% | +1.8% | +10.1% |
| 3Y | -71.3% | +144.0% | -215.4% | -81.6% |
| 5Y | -99.2% | +156.3% | -255.5% | -99.5% |
| 10Y | -98.7% | +115.3% | -214.0% | -99.2% |
| All | -97.7% | +163.0% | -260.7% | -98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling