+1,237.1%
AAPL vs AMT
+96.3%
+1,140.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -3.0% | +1.5% | -4.4% | -3.5% |
| 30D | +2.3% | +3.7% | -1.4% | +0.9% |
| 3M | +8.6% | -7.2% | +15.8% | +11.2% |
| 6M | +21.6% | -4.2% | +25.7% | +22.6% |
| YTD | +16.3% | +1.9% | +14.4% | +14.1% |
| 1Y | +35.1% | -6.4% | +41.4% | +36.4% |
| 3Y | +79.4% | +7.7% | +71.6% | +63.2% |
| 5Y | +109.8% | -30.9% | +140.7% | +131.5% |
| 10Y | +1,237.1% | +105.4% | +1,131.7% | +926.4% |
| All | +1,237.1% | +96.3% | +1,140.8% | +926.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling