+188.9%
AMAT vs APO
+1.9%
+187.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.9% | +4.5% |
| 7D | -1.5% | -1.0% | -0.5% | -1.3% |
| 30D | -14.8% | +3.5% | -18.3% | -15.8% |
| 3M | -9.3% | +4.5% | -13.8% | -10.5% |
| 6M | +27.4% | +22.8% | +4.6% | +21.0% |
| YTD | +77.6% | -6.5% | +84.1% | +79.6% |
| 1Y | +188.9% | +0.8% | +188.1% | +187.4% |
| All | +188.9% | +1.9% | +187.1% | +187.4% |
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