+357.3%
AMD vs APO
+53.0%
+304.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.7% | -10.5% | -9.6% |
| 7D | +18.9% | +5.8% | +13.2% | +15.8% |
| 30D | -6.4% | +8.9% | -15.3% | -10.3% |
| 3M | +10.6% | -13.6% | +24.2% | +18.3% |
| 6M | +19.9% | -5.4% | +25.3% | +21.6% |
| YTD | +149.4% | -13.6% | +163.0% | +163.2% |
| 1Y | +115.4% | -2.5% | +117.9% | +110.8% |
| 3Y | +357.3% | +50.9% | +306.4% | +199.7% |
| All | +357.3% | +53.0% | +304.3% | +199.7% |
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 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