+529.7%
AMT vs ACWI
+356.8%
+172.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.0% |
| 7D | -0.2% | +0.5% | -0.7% | -0.6% |
| 30D | +4.6% | +0.9% | +3.8% | +3.9% |
| 3M | -8.4% | +2.4% | -10.8% | -10.7% |
| 6M | -6.0% | +12.4% | -18.4% | -15.1% |
| YTD | +2.1% | +15.2% | -13.0% | -9.6% |
| 1Y | -6.4% | +22.7% | -29.1% | -21.5% |
| 3Y | +8.1% | +75.8% | -67.7% | -34.1% |
| 5Y | -31.9% | +67.7% | -99.6% | -57.1% |
| 10Y | +97.1% | +229.0% | -131.9% | -30.7% |
| All | +529.7% | +356.8% | +172.9% | +75.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling