+1,473.8%
AMT vs KEY
+66.9%
+1,406.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | +0.2% |
| 7D | +4.4% | -2.5% | +6.8% | +4.9% |
| 30D | +17.7% | +4.1% | +13.7% | +16.6% |
| 3M | +16.7% | -8.4% | +25.0% | +18.8% |
| 6M | +11.1% | -2.3% | +13.4% | +11.4% |
| YTD | +13.9% | +4.6% | +9.3% | +12.0% |
| 1Y | +12.5% | +24.6% | -12.0% | +6.2% |
| 3Y | +13.2% | +112.8% | -99.6% | -8.9% |
| 5Y | -17.9% | +12.9% | -30.8% | -26.3% |
| 10Y | +122.8% | +126.7% | -3.9% | +51.2% |
| All | +1,473.8% | +66.9% | +1,406.9% | +776.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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