+622.2%
GOOGL vs AMT
+116.9%
+505.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | +3.3% | +0.4% | +2.9% | +3.2% |
| 30D | -18.1% | +3.7% | -21.8% | -19.0% |
| 3M | -18.6% | +10.7% | -29.3% | -21.2% |
| 6M | -28.0% | +9.3% | -37.3% | -30.3% |
| YTD | -7.8% | +10.9% | -18.7% | -11.5% |
| 1Y | +3.6% | +10.5% | -6.9% | -0.6% |
| 3Y | +123.4% | +15.5% | +107.8% | +99.8% |
| 5Y | +95.3% | -20.6% | +115.9% | +101.6% |
| 10Y | +622.2% | +124.5% | +497.6% | +411.1% |
| All | +622.2% | +116.9% | +505.3% | +411.1% |
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