+282.5%
BAC vs AMT
+1,311.4%
-1,028.9%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.2% |
| 7D | +1.1% | -0.2% | +1.3% | +1.1% |
| 30D | -0.4% | +4.6% | -5.0% | -1.4% |
| 3M | +16.9% | -8.4% | +25.4% | +18.9% |
| 6M | +26.6% | -6.0% | +32.6% | +27.8% |
| YTD | +15.8% | +2.1% | +13.7% | +14.4% |
| 1Y | +27.2% | -6.4% | +33.5% | +27.9% |
| 3Y | +132.4% | +8.1% | +124.4% | +122.8% |
| 5Y | +72.6% | -31.9% | +104.5% | +81.7% |
| 10Y | +389.7% | +97.1% | +292.6% | +306.3% |
| All | +282.5% | +1,311.4% | -1,028.9% | +114.6% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling