+133.7%
AMT vs BLDR
+554.2%
-420.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.6% | +5.3% | +1.3% |
| 7D | +1.6% | -1.1% | +2.7% | +1.7% |
| 30D | +4.5% | +19.1% | -14.6% | +1.8% |
| 3M | +13.8% | -12.6% | +26.4% | +15.3% |
| 6M | +10.0% | -18.7% | +28.7% | +11.7% |
| YTD | +11.8% | -38.8% | +50.6% | +17.4% |
| 1Y | +10.2% | -41.2% | +51.5% | +16.2% |
| 3Y | +15.1% | -49.4% | +64.5% | +20.7% |
| 5Y | -18.8% | -6.0% | -12.9% | -24.3% |
| 10Y | +133.7% | +523.1% | -389.4% | +71.7% |
| All | +133.7% | +554.2% | -420.5% | +71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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