+10.3%
AMT vs EXPD
+35.2%
-24.9%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.4% | -2.9% |
| 7D | +0.5% | -7.2% | +7.7% | -0.1% |
| 30D | +13.6% | -3.3% | +16.9% | +13.2% |
| 3M | +11.5% | +3.4% | +8.1% | +11.7% |
| 6M | +6.9% | +22.7% | -15.8% | +9.5% |
| YTD | +10.8% | +24.5% | -13.7% | +13.1% |
| 1Y | +10.3% | +38.6% | -28.3% | +12.5% |
| All | +10.3% | +35.2% | -24.9% | +12.5% |
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