+318.3%
BLK vs AMC
-98.8%
+417.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +0.6% |
| 7D | +3.7% | +3.5% | +0.2% | +3.6% |
| 30D | +13.9% | +12.5% | +1.4% | +13.5% |
| 3M | +3.9% | +23.6% | -19.7% | +3.3% |
| 6M | +13.0% | +144.4% | -131.4% | +10.0% |
| YTD | +16.1% | +108.3% | -92.2% | +13.3% |
| 1Y | +16.8% | +38.9% | -22.1% | +15.0% |
| 3Y | +97.7% | -58.9% | +156.5% | +97.2% |
| 5Y | +42.1% | -99.2% | +141.3% | +48.7% |
| All | +318.3% | -98.8% | +417.1% | +303.6% |
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