+73.5%
BA vs AMC
-98.9%
+172.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.3% | -3.5% | +0.6% |
| 7D | +1.2% | +2.3% | -1.2% | +1.0% |
| 30D | -11.6% | -0.7% | -10.9% | -11.7% |
| 3M | -2.4% | +35.2% | -37.6% | -4.6% |
| 6M | -6.6% | +124.6% | -131.2% | -11.5% |
| YTD | -2.2% | +69.9% | -72.1% | -6.1% |
| 1Y | -8.0% | -2.6% | -5.4% | -9.3% |
| 3Y | -5.0% | -79.8% | +74.8% | -2.5% |
| 5Y | -2.7% | -99.4% | +96.7% | +11.1% |
| All | +73.5% | -98.9% | +172.3% | +45.4% |
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