+1,431.6%
AMT vs BN
+7,226.0%
-5,794.4%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.3% |
| 7D | +0.5% | +5.3% | -4.8% | -1.6% |
| 30D | +13.6% | +11.9% | +1.7% | +8.6% |
| 3M | +11.5% | -5.7% | +17.2% | +13.8% |
| 6M | +6.9% | -10.6% | +17.5% | +11.0% |
| YTD | +10.8% | -9.4% | +20.2% | +13.6% |
| 1Y | +10.3% | -8.8% | +19.1% | +12.6% |
| 3Y | +12.4% | +95.6% | -83.2% | -19.5% |
| 5Y | -20.1% | +30.2% | -50.2% | -33.8% |
| 10Y | +116.8% | +277.0% | -160.2% | +10.5% |
| All | +1,431.6% | +7,226.0% | -5,794.4% | +243.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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