+95.5%
AMD vs APO
-5.6%
+101.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.1% | -7.1% | -0.5% |
| 7D | -15.5% | +8.2% | -23.7% | -16.9% |
| 30D | -22.6% | +6.4% | -29.1% | -23.7% |
| 3M | -5.7% | -7.4% | +1.7% | -4.1% |
| 6M | +43.1% | -4.2% | +47.3% | +43.9% |
| YTD | +128.2% | -14.1% | +142.4% | +137.0% |
| 1Y | +95.5% | -4.4% | +99.9% | +92.3% |
| All | +95.5% | -5.6% | +101.1% | +92.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling