+18,404.7%
ORLY vs AMT
+1,439.7%
+16,965.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.4% | +1.2% |
| 7D | +0.1% | -2.2% | +2.2% | +0.4% |
| 30D | +6.4% | +5.8% | +0.7% | +5.4% |
| 3M | -0.5% | +12.6% | -13.1% | -2.5% |
| 6M | -0.3% | +8.3% | -8.6% | -1.8% |
| YTD | +0.4% | +11.4% | -11.0% | -1.7% |
| 1Y | -6.7% | +7.7% | -14.4% | -8.1% |
| 3Y | +39.3% | +14.8% | +24.5% | +34.6% |
| 5Y | +111.6% | -18.0% | +129.6% | +113.7% |
| 10Y | +422.6% | +133.0% | +289.6% | +352.0% |
| All | +18,404.7% | +1,439.7% | +16,965.0% | +11,212.3% |
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