-3.2%
AMT vs KEEL
+294.5%
-297.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.8% | -1.0% | +2.8% |
| 7D | +1.1% | +2.9% | -1.7% | +1.1% |
| 30D | +4.4% | +0.8% | +3.5% | +4.3% |
| 3M | -5.2% | -35.3% | +30.2% | -4.7% |
| 6M | -0.8% | +59.4% | -60.2% | -2.2% |
| YTD | +3.3% | +51.9% | -48.6% | +1.8% |
| 1Y | -6.0% | +75.0% | -81.0% | -8.1% |
| 3Y | +9.6% | +224.5% | -215.0% | +3.3% |
| 5Y | -29.2% | -35.9% | +6.7% | -33.1% |
| All | -3.2% | +294.5% | -297.6% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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