+20.6%
ABNB vs AMT
-5.2%
+25.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | -4.4% | -0.2% | -4.2% | -4.4% |
| 30D | -2.0% | +1.8% | -3.8% | -2.3% |
| 3M | +29.8% | -6.2% | +36.0% | +31.2% |
| 6M | +31.0% | -5.0% | +36.0% | +31.8% |
| YTD | +28.6% | +2.1% | +26.5% | +27.2% |
| 1Y | +40.1% | -5.7% | +45.8% | +40.7% |
| 3Y | +19.7% | +7.9% | +11.8% | +10.6% |
| 5Y | +6.5% | -32.3% | +38.8% | +8.7% |
| All | +20.6% | -5.2% | +25.9% | +14.7% |
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