+1,298.7%
AMT vs BLK
+14,736.0%
-13,437.2%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.8% |
| 7D | +1.5% | +3.7% | -2.2% | +0.1% |
| 30D | +6.8% | +13.9% | -7.1% | +1.6% |
| 3M | +11.2% | +3.9% | +7.3% | +9.4% |
| 6M | +12.5% | +13.0% | -0.5% | +6.7% |
| YTD | +12.5% | +16.1% | -3.6% | +5.0% |
| 1Y | +10.1% | +16.8% | -6.7% | +2.4% |
| 3Y | +16.0% | +97.7% | -81.6% | -13.5% |
| 5Y | -17.2% | +42.1% | -59.3% | -30.9% |
| 10Y | +135.2% | +321.3% | -186.1% | +25.4% |
| All | +1,298.7% | +14,736.0% | -13,437.2% | +145.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling