+140.1%
AMT vs RVTY
+216.9%
-76.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.5% | 0.0% |
| 7D | -2.2% | +4.1% | -6.3% | -3.2% |
| 30D | +5.8% | +1.3% | +4.5% | +5.1% |
| 3M | +12.6% | +33.3% | -20.7% | +3.8% |
| 6M | +8.3% | +58.3% | -50.0% | -5.2% |
| YTD | +11.4% | +62.7% | -51.3% | -4.3% |
| 1Y | +7.7% | +67.2% | -59.5% | -8.4% |
| 3Y | +14.8% | +87.3% | -72.5% | -9.7% |
| 5Y | -18.0% | -13.4% | -4.5% | -18.4% |
| All | +140.1% | +216.9% | -76.8% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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