+8,143.5%
QCOM vs AMT
+1,473.8%
+6,669.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.4% | -9.0% | -9.4% |
| 7D | -15.5% | +4.4% | -19.8% | -16.4% |
| 30D | -13.4% | +17.7% | -31.1% | -17.3% |
| 3M | 0.0% | +16.7% | -16.6% | -4.3% |
| 6M | -15.2% | +11.1% | -26.3% | -18.5% |
| YTD | -6.9% | +13.9% | -20.8% | -11.4% |
| 1Y | -11.0% | +12.5% | -23.5% | -15.0% |
| 3Y | +39.8% | +13.2% | +26.6% | +29.7% |
| 5Y | +7.2% | -17.9% | +25.1% | +7.6% |
| 10Y | +207.7% | +122.8% | +84.9% | +131.9% |
| All | +8,143.5% | +1,473.8% | +6,669.8% | +3,168.5% |
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