+10.1%
AMT vs EXPD
+40.4%
-30.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +0.9% |
| 7D | +1.5% | +5.5% | -4.0% | +2.0% |
| 30D | +6.8% | -0.8% | +7.6% | +6.7% |
| 3M | +11.2% | +4.1% | +7.1% | +11.5% |
| 6M | +12.5% | +25.7% | -13.2% | +15.3% |
| YTD | +12.5% | +31.4% | -18.9% | +15.6% |
| 1Y | +10.1% | +42.2% | -32.1% | +14.0% |
| All | +10.1% | +40.4% | -30.3% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 1y: compounded portfolio wealth divided by compounded EXPD 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…
1y analysis · Full analysis span regression · 6 months rolling