+106.2%
AMT vs BBY
+252.7%
-146.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.3% | +2.4% |
| 7D | +1.1% | +0.6% | +0.6% | +1.0% |
| 30D | +4.4% | +9.4% | -5.0% | +2.8% |
| 3M | -5.2% | +19.3% | -24.5% | -7.8% |
| 6M | -0.8% | +47.9% | -48.7% | -7.1% |
| YTD | +3.3% | +39.6% | -36.3% | -2.6% |
| 1Y | -6.0% | +22.2% | -28.2% | -9.8% |
| 3Y | +9.6% | +45.0% | -35.4% | -0.6% |
| 5Y | -29.2% | +2.6% | -31.8% | -33.5% |
| All | +106.2% | +252.7% | -146.5% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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