+261.9%
AMD vs APH
+244.7%
+17.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -9.3% | -7.9% | -9.5% |
| 7D | -28.6% | -12.7% | -15.9% | -19.6% |
| 30D | -37.7% | -19.2% | -18.6% | -25.2% |
| 3M | -16.1% | -16.7% | +0.6% | -2.0% |
| 6M | +13.8% | +5.1% | +8.7% | +11.4% |
| YTD | +88.8% | +6.6% | +82.3% | +76.6% |
| 1Y | +57.8% | +3.9% | +53.9% | +50.5% |
| All | +261.9% | +244.7% | +17.2% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling