+26.3%
BP vs AMC
+43.0%
-16.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | +0.1% |
| 7D | -6.3% | +5.5% | -11.8% | -6.0% |
| 30D | -3.6% | +16.1% | -19.7% | -2.7% |
| 3M | +5.2% | +43.0% | -37.7% | +7.3% |
| 6M | +5.3% | +130.7% | -125.4% | +11.0% |
| YTD | +33.1% | +121.8% | -88.7% | +38.9% |
| 1Y | +26.3% | +40.7% | -14.4% | +34.8% |
| All | +26.3% | +43.0% | -16.7% | +34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling