+1,162.1%
AMAT vs APO
+857.2%
+304.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.7% | +4.4% |
| 7D | -14.7% | +0.8% | -15.5% | -15.3% |
| 30D | -36.1% | +1.0% | -37.1% | -36.7% |
| 3M | -36.9% | -8.4% | -28.5% | -34.8% |
| 6M | -22.2% | -9.1% | -13.1% | -19.6% |
| YTD | +29.9% | -18.3% | +48.3% | +39.9% |
| 1Y | +43.3% | -8.0% | +51.2% | +44.4% |
| 3Y | +142.7% | +47.1% | +95.6% | +81.7% |
| 5Y | +126.2% | +67.2% | +59.0% | +53.0% |
| All | +1,162.1% | +857.2% | +304.9% | +388.7% |
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