+12.4%
AMT vs APA
+107.6%
-95.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -6.9% | +10.9% | +4.2% |
| 7D | +6.0% | -13.0% | +19.0% | +6.5% |
| 30D | +20.1% | +2.0% | +18.1% | +20.0% |
| 3M | +12.4% | +24.9% | -12.5% | +11.4% |
| 6M | +9.9% | +7.2% | +2.8% | +8.7% |
| YTD | +14.4% | +87.1% | -72.7% | +9.7% |
| 1Y | +12.4% | +107.2% | -94.7% | +6.6% |
| All | +12.4% | +107.6% | -95.2% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling