+31.5%
ABNB vs AMT
+3.0%
+28.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | 0.0% | +0.1% |
| 7D | +11.2% | +0.4% | +10.8% | +11.1% |
| 30D | +14.7% | +3.7% | +11.0% | +13.8% |
| 3M | +6.9% | +10.7% | -3.9% | +4.6% |
| 6M | +34.5% | +9.3% | +25.2% | +31.5% |
| YTD | +40.2% | +10.9% | +29.3% | +36.1% |
| 1Y | +57.4% | +10.5% | +46.9% | +52.9% |
| 3Y | +64.7% | +15.5% | +49.2% | +50.4% |
| 5Y | -2.3% | -20.6% | +18.3% | -1.8% |
| All | +31.5% | +3.0% | +28.5% | +22.8% |
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 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