+0.1%
APA vs AMC
-98.9%
+98.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.3% | -7.5% | -3.4% |
| 7D | +0.5% | +2.3% | -1.8% | +0.4% |
| 30D | +23.4% | -0.7% | +24.1% | +23.3% |
| 3M | +12.7% | +35.2% | -22.5% | +10.3% |
| 6M | +39.4% | +124.6% | -85.2% | +32.4% |
| YTD | +79.0% | +69.9% | +9.1% | +71.9% |
| 1Y | +88.8% | -2.6% | +91.4% | +85.9% |
| 3Y | +6.4% | -79.8% | +86.1% | +8.8% |
| 5Y | +153.0% | -99.4% | +252.4% | +188.7% |
| All | +0.1% | -98.9% | +98.9% | -11.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling