+117.1%
AMAT vs APO
+64.4%
+52.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -4.5% | -9.1% | -11.2% |
| 7D | -24.3% | -1.1% | -23.2% | -24.0% |
| 30D | -39.8% | +1.1% | -40.9% | -40.4% |
| 3M | -40.2% | -9.2% | -30.9% | -37.8% |
| 6M | -22.1% | -9.2% | -12.9% | -19.3% |
| YTD | +24.7% | -18.0% | +42.6% | +34.8% |
| 1Y | +33.3% | -10.9% | +44.1% | +36.9% |
| 3Y | +133.9% | +44.4% | +89.4% | +63.7% |
| 5Y | +117.1% | +67.9% | +49.1% | +29.5% |
| All | +117.1% | +64.4% | +52.7% | +29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling