+620.3%
AMZN vs AMT
+134.0%
+486.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.7% | -1.7% |
| 7D | +0.1% | -2.4% | +2.4% | +0.7% |
| 30D | +2.6% | +4.2% | -1.6% | +1.3% |
| 3M | -2.2% | +13.4% | -15.7% | -5.6% |
| 6M | -1.0% | +9.4% | -10.4% | -4.1% |
| YTD | +15.3% | +11.7% | +3.6% | +10.7% |
| 1Y | +6.9% | +7.1% | -0.3% | +3.7% |
| 3Y | +85.4% | +15.1% | +70.3% | +66.6% |
| 5Y | +53.3% | -17.9% | +71.2% | +55.5% |
| 10Y | +620.3% | +133.5% | +486.8% | +431.2% |
| All | +620.3% | +134.0% | +486.4% | +431.2% |
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