+1,431.6%
AMT vs DAR
+517.7%
+913.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.6% |
| 7D | +0.5% | -9.9% | +10.5% | +1.1% |
| 30D | +13.6% | -16.4% | +30.0% | +14.6% |
| 3M | +11.5% | -17.1% | +28.5% | +12.4% |
| 6M | +6.9% | -20.5% | +27.4% | +8.0% |
| YTD | +10.8% | +39.4% | -28.6% | +8.5% |
| 1Y | +10.3% | +57.2% | -46.9% | +7.3% |
| 3Y | +12.4% | +13.9% | -1.4% | +10.3% |
| 5Y | -20.1% | -40.8% | +20.7% | -19.3% |
| 10Y | +116.8% | +276.2% | -159.4% | +97.7% |
| All | +1,431.6% | +517.7% | +913.9% | +2,195.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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