+61.4%
AMAT vs APO
-5.6%
+67.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +8.1% | -11.4% | -5.1% |
| 7D | -11.2% | +8.2% | -19.4% | -13.0% |
| 30D | -31.9% | +6.4% | -38.3% | -32.9% |
| 3M | -32.3% | -7.4% | -24.9% | -31.1% |
| 6M | -5.4% | -4.2% | -1.2% | -4.5% |
| YTD | +44.3% | -14.1% | +58.4% | +52.5% |
| 1Y | +61.4% | -4.4% | +65.7% | +63.2% |
| All | +61.4% | -5.6% | +67.0% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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