+66.9%
AMAT vs APO
-6.0%
+72.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.5% | -3.2% |
| 7D | +11.4% | +5.8% | +5.6% | +9.7% |
| 30D | -17.0% | +8.9% | -25.9% | -18.7% |
| 3M | -30.6% | -13.6% | -17.0% | -27.8% |
| 6M | -14.9% | -5.4% | -9.6% | -13.8% |
| YTD | +44.7% | -13.6% | +58.3% | +52.2% |
| 1Y | +66.9% | -2.5% | +69.4% | +69.2% |
| All | +66.9% | -6.0% | +72.9% | +69.2% |
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