+153.1%
AMAT vs APO
+51.3%
+101.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.3% |
| 7D | -2.5% | +8.1% | -10.6% | -5.5% |
| 30D | -26.5% | +3.4% | -30.0% | -27.6% |
| 3M | -28.6% | -6.6% | -21.9% | -26.9% |
| 6M | -14.2% | -7.1% | -7.2% | -12.3% |
| YTD | +45.5% | -14.1% | +59.6% | +53.3% |
| 1Y | +59.3% | -4.7% | +64.0% | +59.0% |
| 3Y | +153.1% | +51.3% | +101.8% | +77.1% |
| All | +153.1% | +51.3% | +101.8% | +77.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling