+12.4%
AMT vs ALL
+105.5%
-93.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.5% | +1.8% | -1.5% |
| 7D | +0.5% | -1.9% | +2.5% | +1.1% |
| 30D | +13.6% | +13.8% | -0.2% | +9.9% |
| 3M | +11.5% | -7.0% | +18.5% | +13.5% |
| 6M | +6.9% | +18.0% | -11.1% | +2.3% |
| YTD | +10.8% | +24.2% | -13.4% | +4.6% |
| 1Y | +10.3% | +31.2% | -20.9% | +2.6% |
| 3Y | +12.4% | +107.5% | -95.1% | -10.4% |
| All | +12.4% | +105.5% | -93.1% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 3y: compounded portfolio wealth divided by compounded ALL 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…
3y analysis · Full analysis span regression · 6 months rolling