+6,406.4%
AMD vs APH
+454.1%
+5,952.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -47.8% | +49.2% | +36.6% |
| 7D | +0.2% | -48.7% | +48.9% | +37.1% |
| 30D | -0.9% | -51.9% | +51.0% | +43.9% |
| 3M | -8.7% | -43.6% | +34.8% | +15.1% |
| 6M | +136.3% | -37.5% | +173.9% | +164.1% |
| YTD | +123.0% | -38.6% | +161.6% | +147.4% |
| 1Y | +195.2% | -26.3% | +221.5% | +170.5% |
| 3Y | +336.3% | +89.2% | +247.1% | +44.1% |
| 5Y | +334.5% | +119.8% | +214.7% | +27.5% |
| All | +6,406.4% | +454.1% | +5,952.3% | +606.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 10y: compounded portfolio wealth divided by compounded APH 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…
10y analysis · Full analysis span regression · 6 months rolling