+4.5%
APA vs AMC
-98.7%
+103.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.7% | +3.6% |
| 7D | +5.1% | -2.8% | +7.9% | +5.1% |
| 30D | +0.3% | +14.0% | -13.7% | -0.4% |
| 3M | +15.6% | +42.5% | -26.9% | +13.5% |
| 6M | +28.9% | +142.6% | -113.7% | +22.2% |
| YTD | +96.6% | +119.2% | -22.7% | +86.2% |
| 1Y | +95.5% | +40.7% | +54.8% | +89.0% |
| 3Y | +41.8% | -57.3% | +99.1% | +40.9% |
| 5Y | +85.4% | -99.1% | +184.5% | +107.7% |
| 10Y | +4.5% | -98.7% | +103.3% | -7.9% |
| All | +4.5% | -98.7% | +103.2% | -7.9% |
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