+3,590.8%
ADI vs AMT
+1,311.4%
+2,279.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.9% |
| 7D | +0.4% | -0.2% | +0.7% | +0.5% |
| 30D | -3.8% | +4.6% | -8.4% | -5.1% |
| 3M | -15.3% | -8.4% | -6.8% | -13.7% |
| 6M | +6.7% | -6.0% | +12.7% | +7.5% |
| YTD | +34.8% | +2.1% | +32.6% | +32.1% |
| 1Y | +49.0% | -6.4% | +55.4% | +49.5% |
| 3Y | +108.1% | +8.1% | +100.0% | +94.5% |
| 5Y | +142.4% | -31.9% | +174.4% | +157.9% |
| 10Y | +589.9% | +97.1% | +492.8% | +430.9% |
| All | +3,590.8% | +1,311.4% | +2,279.4% | +1,462.3% |
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