+680.0%
BX vs AMC
-98.7%
+778.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.7% | -0.4% |
| 7D | -2.8% | -2.8% | 0.0% | -2.7% |
| 30D | +7.3% | +14.0% | -6.7% | +6.7% |
| 3M | -16.3% | +42.5% | -58.8% | -17.6% |
| 6M | +2.5% | +142.6% | -140.1% | -2.0% |
| YTD | -17.6% | +119.2% | -136.8% | -21.1% |
| 1Y | -12.4% | +40.7% | -53.1% | -14.7% |
| 3Y | +36.2% | -57.3% | +93.5% | +35.6% |
| 5Y | +3.0% | -99.1% | +102.1% | +11.9% |
| 10Y | +680.0% | -98.7% | +778.7% | +599.5% |
| All | +680.0% | -98.7% | +778.7% | +599.5% |
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