+560.7%
AMZN vs AMT
+113.8%
+446.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.3% | +0.4% |
| 7D | +7.9% | +0.5% | +7.3% | +7.8% |
| 30D | -0.2% | +13.6% | -13.8% | -3.8% |
| 3M | -4.8% | +11.5% | -16.2% | -7.7% |
| 6M | -5.7% | +6.9% | -12.6% | -8.0% |
| YTD | +12.3% | +10.8% | +1.5% | +8.0% |
| 1Y | +6.7% | +10.3% | -3.6% | +2.6% |
| 3Y | +85.6% | +12.4% | +73.1% | +68.1% |
| 5Y | +47.4% | -20.1% | +67.4% | +50.8% |
| All | +560.7% | +113.8% | +446.9% | +393.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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