+38.2%
AMC vs APTV
-52.5%
+90.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.2% | +7.1% | +8.0% |
| 7D | +6.6% | -9.8% | +16.4% | +9.2% |
| 30D | +14.1% | -8.9% | +23.0% | +16.8% |
| 3M | +31.3% | -19.5% | +50.7% | +37.8% |
| 6M | +126.7% | -31.1% | +157.8% | +141.0% |
| YTD | +117.9% | -47.5% | +165.5% | +136.6% |
| All | +38.2% | -52.5% | +90.7% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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