+8,774.1%
QCOM vs AMT
+1,311.4%
+7,462.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.4% |
| 7D | +3.3% | -0.2% | +3.5% | +3.4% |
| 30D | +7.7% | +4.6% | +3.1% | +6.4% |
| 3M | -30.1% | -8.4% | -21.6% | -28.8% |
| 6M | +22.8% | -6.0% | +28.9% | +23.7% |
| YTD | +0.2% | +2.1% | -1.9% | -1.6% |
| 1Y | +7.9% | -6.4% | +14.2% | +8.2% |
| 3Y | +55.8% | +8.1% | +47.8% | +46.2% |
| 5Y | +30.1% | -31.9% | +62.0% | +37.6% |
| 10Y | +248.9% | +97.1% | +151.8% | +172.2% |
| All | +8,774.1% | +1,311.4% | +7,462.7% | +3,530.8% |
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