+7.0%
AMT vs APA
+8.0%
-1.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -1.1% |
| 7D | -0.2% | +0.5% | -0.8% | -0.2% |
| 30D | +4.6% | +23.4% | -18.8% | +4.6% |
| 3M | -8.4% | +12.7% | -21.1% | -8.5% |
| 6M | -6.0% | +39.4% | -45.4% | -6.0% |
| YTD | +2.1% | +79.0% | -76.8% | +2.3% |
| 1Y | -6.4% | +88.8% | -95.2% | -6.1% |
| All | +7.0% | +8.0% | -1.0% | +10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling