+66.0%
AMAT vs APO
-7.7%
+73.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -3.2% |
| 7D | +19.3% | +3.5% | +15.8% | +18.3% |
| 30D | -17.9% | +4.4% | -22.3% | -18.7% |
| 3M | -30.4% | -12.1% | -18.3% | -27.9% |
| 6M | -11.4% | -7.2% | -4.2% | -9.6% |
| YTD | +48.8% | -15.1% | +63.9% | +58.3% |
| 1Y | +66.0% | -7.7% | +73.7% | +72.3% |
| All | +66.0% | -7.7% | +73.7% | +72.3% |
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