+94.9%
AAPL vs AMT
+13.8%
+81.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | +3.7% | +0.4% | +3.3% | +3.6% |
| 30D | +4.2% | +3.7% | +0.5% | +3.9% |
| 3M | +12.0% | +10.7% | +1.3% | +11.3% |
| 6M | +19.8% | +9.3% | +10.5% | +19.0% |
| YTD | +29.3% | +10.9% | +18.4% | +28.3% |
| 1Y | +31.1% | +10.5% | +20.6% | +30.1% |
| 3Y | +94.9% | +15.5% | +79.3% | +85.2% |
| All | +94.9% | +13.8% | +81.0% | +85.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling