+79.3%
ADI vs AMT
+13.5%
+65.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.0% | -7.3% | -2.5% |
| 7D | -5.1% | +6.0% | -11.2% | -4.1% |
| 30D | -3.1% | +20.1% | -23.2% | -0.3% |
| 3M | +7.1% | +12.4% | -5.2% | +9.2% |
| 6M | +2.9% | +9.9% | -7.0% | +5.2% |
| YTD | +51.1% | +14.4% | +36.7% | +54.1% |
| 1Y | +79.3% | +12.4% | +66.9% | +84.7% |
| All | +79.3% | +13.5% | +65.8% | +84.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling