+8,599.0%
QCOM vs AMT
+1,431.6%
+7,167.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.7% | +8.2% | +6.2% |
| 7D | +0.4% | +0.5% | -0.2% | +0.2% |
| 30D | -6.6% | +13.6% | -20.2% | -10.0% |
| 3M | +3.7% | +11.5% | -7.8% | +0.4% |
| 6M | -13.3% | +6.9% | -20.3% | -15.9% |
| YTD | -1.8% | +10.8% | -12.6% | -5.9% |
| 1Y | -2.5% | +10.3% | -12.8% | -6.5% |
| 3Y | +47.0% | +12.4% | +34.6% | +36.5% |
| 5Y | +13.1% | -20.1% | +33.2% | +14.3% |
| 10Y | +224.7% | +116.8% | +107.8% | +146.4% |
| All | +8,599.0% | +1,431.6% | +7,167.4% | +3,372.4% |
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 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