+272.3%
ALAB vs AMT
+7.4%
+264.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.1% | +6.9% | +6.8% |
| 7D | +3.4% | -2.4% | +5.8% | +1.7% |
| 30D | -28.8% | +4.2% | -33.0% | -26.0% |
| 3M | -26.0% | +13.4% | -39.4% | -18.5% |
| 6M | +11.4% | +9.4% | +2.0% | +22.3% |
| YTD | +38.8% | +11.7% | +27.1% | +56.4% |
| 1Y | +37.8% | +7.1% | +30.7% | +50.6% |
| All | +272.3% | +7.4% | +264.9% | +327.8% |
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