+133.7%
AMT vs BIDU
-50.9%
+184.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.4% | +0.9% |
| 7D | +1.6% | +3.6% | -1.9% | +1.4% |
| 30D | +4.5% | -6.6% | +11.0% | +5.0% |
| 3M | +13.8% | -27.2% | +41.0% | +16.5% |
| 6M | +10.0% | -43.5% | +53.5% | +14.8% |
| YTD | +11.8% | -39.0% | +50.7% | +15.3% |
| 1Y | +10.2% | -39.8% | +50.0% | +13.8% |
| 3Y | +15.1% | -24.8% | +39.9% | +14.4% |
| 5Y | -18.8% | -50.7% | +31.8% | -18.4% |
| All | +133.7% | -50.9% | +184.6% | +110.3% |
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