+1,310.4%
AMT vs AZO
+10,034.3%
-8,723.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.3% |
| 7D | -0.2% | -0.5% | +0.3% | 0.0% |
| 30D | +1.8% | -5.6% | +7.5% | +3.7% |
| 3M | -6.2% | -4.0% | -2.2% | -5.2% |
| 6M | -5.0% | -18.9% | +14.0% | +1.0% |
| YTD | +2.1% | -13.0% | +15.0% | +5.7% |
| 1Y | -5.7% | -30.4% | +24.7% | +4.8% |
| 3Y | +7.9% | +12.7% | -4.8% | +0.9% |
| 5Y | -32.3% | +89.6% | -122.0% | -47.8% |
| 10Y | +95.0% | +304.7% | -209.7% | +11.6% |
| All | +1,310.4% | +10,034.3% | -8,723.9% | +188.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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