+4,500.7%
AMD vs APO
+1,526.1%
+2,974.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -4.5% | -12.8% | -15.1% |
| 7D | -28.6% | -1.1% | -27.5% | -28.2% |
| 30D | -37.7% | +1.1% | -38.9% | -38.3% |
| 3M | -16.1% | -9.2% | -6.9% | -12.8% |
| 6M | +13.8% | -9.2% | +23.1% | +17.8% |
| YTD | +88.8% | -18.0% | +106.8% | +101.8% |
| 1Y | +57.8% | -10.9% | +68.6% | +61.4% |
| 3Y | +260.3% | +44.4% | +215.8% | +183.2% |
| 5Y | +196.6% | +67.9% | +128.7% | +115.0% |
| 10Y | +6,064.6% | +876.2% | +5,188.5% | +1,854.4% |
| All | +4,500.7% | +1,526.1% | +2,974.6% | +971.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling