+10.3%
AMT vs ROIV
+93.5%
-83.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.2% | -8.9% | -2.7% |
| 7D | +0.5% | +5.3% | -4.8% | +0.5% |
| 30D | +13.6% | +11.9% | +1.7% | +13.5% |
| 3M | +11.5% | +10.7% | +0.8% | +11.4% |
| 6M | +6.9% | +34.9% | -28.0% | +6.1% |
| YTD | +10.8% | +79.2% | -68.3% | +9.0% |
| 1Y | +10.3% | +89.0% | -78.7% | +7.6% |
| All | +10.3% | +93.5% | -83.2% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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