+111.2%
AMD vs APO
-7.6%
+118.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +5.1% | +9.6% | +13.3% |
| 7D | +6.5% | +8.1% | -1.6% | +5.1% |
| 30D | -15.3% | +3.4% | -18.7% | -15.7% |
| 3M | +9.7% | -6.6% | +16.4% | +11.3% |
| 6M | +13.2% | -7.1% | +20.3% | +14.7% |
| YTD | +140.6% | -14.1% | +154.7% | +147.6% |
| 1Y | +111.2% | -4.7% | +115.9% | +110.7% |
| All | +111.2% | -7.6% | +118.8% | +110.7% |
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 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