+133.5%
AMT vs BIDU
-50.9%
+184.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | -2.4% | -0.8% | -1.5% | -2.3% |
| 30D | +4.2% | -5.4% | +9.6% | +4.6% |
| 3M | +13.4% | -24.7% | +38.1% | +15.8% |
| 6M | +9.4% | -45.3% | +54.7% | +14.4% |
| YTD | +11.7% | -39.0% | +50.6% | +15.2% |
| 1Y | +7.1% | -39.6% | +46.7% | +10.5% |
| 3Y | +15.1% | -24.7% | +39.8% | +14.4% |
| 5Y | -17.9% | -52.3% | +34.4% | -17.1% |
| 10Y | +133.5% | -51.1% | +184.6% | +110.2% |
| All | +133.5% | -50.9% | +184.4% | +110.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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