+29.9%
AAPL vs AMT
+13.5%
+16.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.0% | +1.3% | +5.0% |
| 7D | +1.7% | +6.0% | -4.4% | +1.2% |
| 30D | +5.0% | +20.1% | -15.1% | +3.6% |
| 3M | +13.1% | +12.4% | +0.7% | +12.1% |
| 6M | +26.5% | +9.9% | +16.5% | +25.4% |
| YTD | +28.9% | +14.4% | +14.5% | +27.6% |
| 1Y | +29.9% | +12.4% | +17.5% | +29.2% |
| All | +29.9% | +13.5% | +16.4% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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