+331.1%
AMD vs APO
+61.7%
+269.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.6% | +5.3% | +5.0% |
| 7D | +2.6% | -1.0% | +3.6% | +3.1% |
| 30D | -0.9% | +3.5% | -4.4% | -3.2% |
| 3M | -8.7% | +4.5% | -13.3% | -11.5% |
| 6M | +136.3% | +22.8% | +113.6% | +108.7% |
| YTD | +123.0% | -6.5% | +129.5% | +126.9% |
| 1Y | +195.2% | +0.8% | +194.3% | +184.0% |
| All | +331.1% | +61.7% | +269.4% | +173.1% |
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