+1,060.2%
AMT vs LII
+2,734.1%
-1,674.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.0% | -0.7% | -2.1% |
| 7D | +0.5% | -0.6% | +1.2% | +0.7% |
| 30D | +13.6% | -4.6% | +18.2% | +14.8% |
| 3M | +11.5% | -21.2% | +32.7% | +19.4% |
| 6M | +6.9% | -36.4% | +43.4% | +19.9% |
| YTD | +10.8% | -28.9% | +39.8% | +19.0% |
| 1Y | +10.3% | -29.5% | +39.9% | +18.6% |
| 3Y | +12.4% | -8.6% | +21.0% | +6.8% |
| 5Y | -20.1% | +20.2% | -40.3% | -31.8% |
| 10Y | +116.8% | +166.2% | -49.4% | +37.2% |
| All | +1,060.2% | +2,734.1% | -1,674.0% | +157.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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