+754.5%
BX vs AMC
-98.1%
+852.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.3% | -5.4% | -1.3% |
| 7D | -4.4% | +2.3% | -6.7% | -4.5% |
| 30D | +0.1% | -0.7% | +0.8% | +0.1% |
| 3M | +16.0% | +35.2% | -19.2% | +13.7% |
| 6M | +21.6% | +124.6% | -103.0% | +16.2% |
| YTD | -8.9% | +69.9% | -78.8% | -12.0% |
| 1Y | -16.6% | -2.6% | -14.0% | -17.6% |
| 3Y | +43.3% | -79.8% | +123.1% | +46.5% |
| 5Y | +25.7% | -99.4% | +125.1% | +40.1% |
| 10Y | +689.5% | -98.9% | +788.4% | +697.0% |
| All | +754.5% | -98.1% | +852.5% | +658.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling