+32.7%
SBUX vs AMT
+11.6%
+21.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.1% | +3.7% | +3.8% |
| 7D | +4.8% | +0.4% | +4.5% | +4.8% |
| 30D | +20.6% | +3.7% | +16.9% | +20.3% |
| 3M | +4.3% | +10.7% | -6.5% | +3.7% |
| 6M | +5.5% | +9.3% | -3.7% | +4.6% |
| YTD | +32.3% | +10.9% | +21.4% | +29.7% |
| All | +32.7% | +11.6% | +21.1% | +30.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling