+0.3%
APA vs AMC
-98.7%
+99.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.7% | +2.6% |
| 7D | -15.5% | +2.6% | -18.1% | -15.7% |
| 30D | +2.4% | +9.0% | -6.6% | +1.9% |
| 3M | +22.8% | +22.2% | +0.6% | +21.3% |
| 6M | +17.9% | +91.5% | -73.5% | +13.0% |
| YTD | +87.7% | +101.3% | -13.6% | +78.4% |
| 1Y | +94.2% | +20.8% | +73.4% | +89.1% |
| 3Y | +27.2% | -71.3% | +98.5% | +28.7% |
| 5Y | +74.1% | -99.2% | +173.4% | +96.3% |
| All | +0.3% | -98.7% | +99.0% | -10.4% |
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