+35.4%
BX vs AMC
-59.1%
+94.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.1% | +1.6% |
| 7D | +0.6% | +3.5% | -2.9% | +0.3% |
| 30D | +14.2% | +12.5% | +1.8% | +13.2% |
| 3M | -18.7% | +23.6% | -42.3% | -20.2% |
| 6M | +2.5% | +144.4% | -141.9% | -5.7% |
| YTD | -18.8% | +108.3% | -127.1% | -24.8% |
| 1Y | -10.3% | +38.9% | -49.2% | -14.9% |
| 3Y | +35.4% | -58.9% | +94.3% | +49.5% |
| All | +35.4% | -59.1% | +94.5% | +49.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling