+181,027.9%
AAPL vs AMT
+1,311.4%
+179,716.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -2.3% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | +3.0% | +4.6% | -1.7% | +1.9% |
| 3M | +2.9% | -8.4% | +11.3% | +4.8% |
| 6M | +22.1% | -6.0% | +28.1% | +23.3% |
| YTD | +18.0% | +2.1% | +15.9% | +16.7% |
| 1Y | +33.9% | -6.4% | +40.3% | +34.8% |
| 3Y | +71.2% | +8.1% | +63.1% | +63.9% |
| 5Y | +112.6% | -31.9% | +144.5% | +124.5% |
| 10Y | +1,198.8% | +97.1% | +1,101.7% | +991.2% |
| All | +181,027.9% | +1,311.4% | +179,716.5% | +96,647.8% |
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