+591.6%
AMZN vs AMT
+116.9%
+474.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.1% | +2.8% | +2.9% |
| 7D | +8.7% | +0.4% | +8.3% | +8.6% |
| 30D | +1.7% | +3.7% | -2.0% | +0.6% |
| 3M | -2.8% | +10.7% | -13.5% | -5.6% |
| 6M | -2.1% | +9.3% | -11.4% | -5.1% |
| YTD | +15.6% | +10.9% | +4.7% | +11.1% |
| 1Y | +9.2% | +10.5% | -1.3% | +5.0% |
| 3Y | +89.9% | +15.5% | +74.3% | +70.1% |
| 5Y | +49.3% | -20.6% | +69.9% | +53.1% |
| 10Y | +591.6% | +124.5% | +467.1% | +403.3% |
| All | +591.6% | +116.9% | +474.8% | +403.3% |
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