+9.0%
AMZN vs AMT
-6.1%
+15.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +0.8% | -0.2% | +1.0% | +0.8% |
| 30D | -6.4% | +1.8% | -8.2% | -6.3% |
| 3M | +4.8% | -6.2% | +11.0% | +4.5% |
| 6M | +20.5% | -5.0% | +25.5% | +19.6% |
| YTD | +11.3% | +2.1% | +9.3% | +12.2% |
| 1Y | +9.0% | -5.7% | +14.7% | +8.4% |
| All | +9.0% | -6.1% | +15.1% | +8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling