+80,474.6%
AMZN vs AMT
+1,311.4%
+79,163.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | -3.0% | -0.2% | -2.8% | -2.9% |
| 30D | -5.2% | +4.6% | -9.8% | -6.4% |
| 3M | +1.9% | -8.4% | +10.3% | +4.0% |
| 6M | +19.2% | -6.0% | +25.3% | +20.5% |
| YTD | +12.0% | +2.1% | +9.9% | +10.2% |
| 1Y | +9.7% | -6.4% | +16.1% | +10.3% |
| 3Y | +87.2% | +8.1% | +79.1% | +74.9% |
| 5Y | +48.7% | -31.9% | +80.6% | +58.3% |
| 10Y | +569.3% | +97.1% | +472.2% | +412.1% |
| All | +80,474.6% | +1,311.4% | +79,163.3% | +34,268.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling