+301.8%
AMD vs APO
+43.9%
+258.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.4% | +11.5% | +11.2% |
| 7D | -11.0% | +0.8% | -11.8% | -11.4% |
| 30D | -30.5% | +1.0% | -31.5% | -31.0% |
| 3M | -8.2% | -8.4% | +0.2% | -5.1% |
| 6M | +6.6% | -9.1% | +15.7% | +10.2% |
| YTD | +109.7% | -18.3% | +128.0% | +127.2% |
| 1Y | +88.9% | -8.0% | +96.9% | +90.0% |
| 3Y | +301.8% | +47.1% | +254.8% | +160.9% |
| All | +301.8% | +43.9% | +258.0% | +160.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling