+48.1%
APA vs AMC
-59.1%
+107.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.7% | +4.3% | +1.6% |
| 7D | +8.5% | +3.5% | +5.0% | +8.5% |
| 30D | +2.8% | +12.5% | -9.7% | +2.7% |
| 3M | +21.7% | +23.6% | -1.9% | +21.5% |
| 6M | +32.6% | +144.4% | -111.7% | +30.3% |
| YTD | +103.7% | +108.3% | -4.6% | +100.1% |
| 1Y | +101.8% | +38.9% | +62.9% | +101.5% |
| 3Y | +48.1% | -58.9% | +106.9% | +66.7% |
| All | +48.1% | -59.1% | +107.2% | +66.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling