+3,563.2%
AMAT vs APO
+1,753.5%
+1,809.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.9% | +4.6% |
| 7D | -1.5% | -1.0% | -0.5% | -1.1% |
| 30D | -14.8% | +3.5% | -18.3% | -16.6% |
| 3M | -9.3% | +4.5% | -13.8% | -11.7% |
| 6M | +27.4% | +22.8% | +4.6% | +14.5% |
| YTD | +77.6% | -6.5% | +84.1% | +79.3% |
| 1Y | +188.9% | +0.8% | +188.1% | +179.4% |
| 3Y | +202.3% | +62.0% | +140.3% | +128.9% |
| 5Y | +248.9% | +138.2% | +110.7% | +118.8% |
| 10Y | +1,585.2% | +940.3% | +644.9% | +506.3% |
| All | +3,563.2% | +1,753.5% | +1,809.7% | +875.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling