-31.3%
AMT vs ACWI
+67.7%
-99.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.1% |
| 7D | -0.2% | +0.5% | -0.7% | -0.5% |
| 30D | +4.6% | +0.9% | +3.8% | +4.2% |
| 3M | -8.4% | +2.4% | -10.8% | -9.8% |
| 6M | -6.0% | +12.4% | -18.4% | -12.3% |
| YTD | +2.1% | +15.2% | -13.0% | -6.2% |
| 1Y | -6.4% | +22.7% | -29.1% | -17.4% |
| 3Y | +8.1% | +75.8% | -67.7% | -28.7% |
| All | -31.3% | +67.7% | -99.0% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling