+1,182.5%
AMT vs BLDR
+389.2%
+793.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.5% | +1.8% | -2.1% |
| 7D | +0.5% | -3.7% | +4.2% | +0.9% |
| 30D | +13.6% | +16.8% | -3.2% | +11.2% |
| 3M | +11.5% | -13.7% | +25.2% | +13.1% |
| 6M | +6.9% | -21.9% | +28.8% | +9.1% |
| YTD | +10.8% | -39.2% | +50.0% | +16.1% |
| 1Y | +10.3% | -42.6% | +53.0% | +16.2% |
| 3Y | +12.4% | -50.2% | +62.6% | +17.9% |
| 5Y | -20.1% | -7.0% | -13.1% | -24.1% |
| 10Y | +116.8% | +584.2% | -467.4% | +50.9% |
| All | +1,182.5% | +389.2% | +793.3% | +540.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling