+1,425.2%
AMAT vs APO
+847.3%
+577.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +6.0% |
| 7D | +7.0% | +0.2% | +6.8% | +7.3% |
| 30D | -20.6% | +3.1% | -23.7% | -22.0% |
| 3M | -24.8% | -12.0% | -12.8% | -20.3% |
| 6M | -10.7% | -5.0% | -5.8% | -9.7% |
| YTD | +54.3% | -14.0% | +68.3% | +62.1% |
| 1Y | +73.7% | -5.9% | +79.7% | +73.7% |
| 3Y | +168.4% | +51.6% | +116.9% | +97.9% |
| 5Y | +167.6% | +80.8% | +86.8% | +73.7% |
| 10Y | +1,425.2% | +839.9% | +585.3% | +407.1% |
| All | +1,425.2% | +847.3% | +577.9% | +407.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling