+107.2%
APA vs AMC
+38.0%
+69.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +7.3% | -14.2% | -6.2% |
| 7D | -13.0% | +17.7% | -30.7% | -11.6% |
| 30D | +2.0% | +26.2% | -24.2% | +4.1% |
| 3M | +24.9% | +31.3% | -6.4% | +28.4% |
| 6M | +7.2% | +142.8% | -135.6% | +17.1% |
| YTD | +87.1% | +125.6% | -38.6% | +106.0% |
| 1Y | +107.2% | +40.2% | +66.9% | +149.5% |
| All | +107.2% | +38.0% | +69.1% | +149.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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