+154.8%
APA vs AMC
-99.4%
+254.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +10.1% |
| 6M | +39.4% | +124.6% | -85.2% | +31.5% |
| YTD | +79.0% | +69.9% | +9.1% | +71.2% |
| 1Y | +88.8% | -2.6% | +91.4% | +86.3% |
| 3Y | +6.4% | -79.8% | +86.1% | +11.7% |
| All | +154.8% | -99.4% | +254.2% | +294.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling