+198,417.8%
AAPL vs AMT
+1,433.3%
+196,984.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.3% |
| 3M | +12.0% | +10.7% | +1.3% | +9.3% |
| 6M | +19.8% | +9.3% | +10.5% | +16.9% |
| YTD | +29.3% | +10.9% | +18.4% | +25.3% |
| 1Y | +31.1% | +10.5% | +20.6% | +27.1% |
| 3Y | +94.9% | +15.5% | +79.3% | +84.0% |
| 5Y | +138.1% | -20.6% | +158.6% | +142.5% |
| 10Y | +1,276.0% | +124.5% | +1,151.4% | +1,023.0% |
| All | +198,417.8% | +1,433.3% | +196,984.5% | +103,799.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling