+667.7%
GOOGL vs AMT
+134.0%
+533.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | +1.6% | -2.4% | +3.9% | +2.2% |
| 30D | -16.8% | +4.2% | -21.0% | -17.9% |
| 3M | -14.6% | +13.4% | -28.0% | -17.8% |
| 6M | -24.4% | +9.4% | -33.8% | -26.9% |
| YTD | -6.1% | +11.7% | -17.7% | -10.0% |
| 1Y | +1.0% | +7.1% | -6.1% | -2.2% |
| 3Y | +123.4% | +15.1% | +108.4% | +100.5% |
| 5Y | +103.2% | -17.9% | +121.1% | +107.0% |
| 10Y | +667.7% | +133.5% | +534.2% | +446.4% |
| All | +667.7% | +134.0% | +533.7% | +446.4% |
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 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