+106.2%
AMT vs BLK
+283.5%
-177.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +2.2% |
| 7D | +1.1% | -3.3% | +4.4% | +2.4% |
| 30D | +4.4% | -6.5% | +10.9% | +7.1% |
| 3M | -5.2% | +6.7% | -11.9% | -7.8% |
| 6M | -0.8% | +14.7% | -15.6% | -6.7% |
| YTD | +3.3% | +2.5% | +0.8% | +1.1% |
| 1Y | -6.0% | -2.8% | -3.2% | -6.3% |
| 3Y | +9.6% | +65.9% | -56.3% | -15.2% |
| 5Y | -29.2% | +33.0% | -62.2% | -41.2% |
| All | +106.2% | +283.5% | -177.3% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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