+630.6%
ADI vs AMT
+116.9%
+513.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.1% | +8.4% | +8.5% |
| 7D | -4.4% | +0.4% | -4.8% | -4.6% |
| 30D | -2.8% | +3.7% | -6.5% | -4.2% |
| 3M | +1.5% | +10.7% | -9.2% | -2.1% |
| 6M | -4.7% | +9.3% | -14.0% | -8.7% |
| YTD | +46.8% | +10.9% | +35.9% | +39.2% |
| 1Y | +74.9% | +10.5% | +64.4% | +65.9% |
| 3Y | +147.4% | +15.5% | +131.9% | +118.8% |
| 5Y | +131.9% | -20.6% | +152.5% | +138.4% |
| 10Y | +630.6% | +124.5% | +506.0% | +470.9% |
| All | +630.6% | +116.9% | +513.7% | +470.9% |
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