-5.7%
AMT vs APA
+96.0%
-101.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.1% |
| 7D | -0.2% | -1.7% | +1.5% | -0.1% |
| 30D | +1.8% | +15.7% | -13.9% | +1.4% |
| 3M | -6.2% | +16.5% | -22.6% | -6.9% |
| 6M | -5.0% | +35.1% | -40.1% | -6.3% |
| YTD | +2.1% | +82.2% | -80.2% | -0.5% |
| 1Y | -5.7% | +102.5% | -108.2% | -8.1% |
| All | -5.7% | +96.0% | -101.7% | -8.1% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling