-29.2%
AMT vs FRSH
-72.5%
+43.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.8% |
| 7D | +1.1% | -6.6% | +7.7% | +1.7% |
| 30D | +4.4% | +2.1% | +2.2% | +4.1% |
| 3M | -5.2% | +29.0% | -34.1% | -7.2% |
| 6M | -0.8% | +48.6% | -49.4% | -4.2% |
| YTD | +3.3% | -2.9% | +6.2% | +2.9% |
| 1Y | -6.0% | -7.9% | +1.9% | -6.1% |
| 3Y | +9.6% | -46.5% | +56.1% | +13.7% |
| All | -29.2% | -72.5% | +43.3% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 10y: compounded portfolio wealth divided by compounded FRSH 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…
10y analysis · Full analysis span regression · 6 months rolling