+31.8%
BA vs AMC
-98.7%
+130.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.4% |
| 7D | +1.1% | +2.6% | -1.5% | +0.9% |
| 30D | -7.9% | +9.0% | -17.0% | -8.4% |
| 3M | -25.3% | +22.2% | -47.5% | -26.3% |
| 6M | -24.6% | +91.5% | -116.0% | -28.0% |
| YTD | -20.1% | +101.3% | -121.4% | -24.2% |
| 1Y | -11.8% | +20.8% | -32.5% | -14.1% |
| 3Y | -10.1% | -71.3% | +61.2% | -9.0% |
| 5Y | -22.7% | -99.2% | +76.5% | -12.8% |
| All | +31.8% | -98.7% | +130.5% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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