+17,663.0%
ORLY vs AMT
+1,311.4%
+16,351.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.8% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | -5.9% | +4.6% | -10.6% | -6.6% |
| 3M | -0.6% | -8.4% | +7.9% | +0.7% |
| 6M | -6.8% | -6.0% | -0.7% | -6.0% |
| YTD | -3.6% | +2.1% | -5.8% | -4.2% |
| 1Y | -16.3% | -6.4% | -9.9% | -15.7% |
| 3Y | +39.1% | +8.1% | +31.1% | +35.8% |
| 5Y | +125.4% | -31.9% | +157.4% | +134.6% |
| 10Y | +366.5% | +97.1% | +269.4% | +313.9% |
| All | +17,663.0% | +1,311.4% | +16,351.7% | +10,923.9% |
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