+268.3%
AMD vs APO
+79.1%
+189.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +5.1% | +9.6% | +11.5% |
| 7D | +6.5% | +8.1% | -1.6% | +2.0% |
| 30D | -15.3% | +3.4% | -18.7% | -17.2% |
| 3M | +9.7% | -6.6% | +16.4% | +13.5% |
| 6M | +13.2% | -7.1% | +20.3% | +16.4% |
| YTD | +140.6% | -14.1% | +154.7% | +155.7% |
| 1Y | +111.2% | -4.7% | +115.9% | +107.6% |
| 3Y | +334.4% | +51.3% | +283.1% | +174.0% |
| 5Y | +268.3% | +82.7% | +185.6% | +90.5% |
| All | +268.3% | +79.1% | +189.3% | +90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling