+844.5%
APH vs AMC
-98.7%
+943.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -12.5% | +3.2% | -9.1% |
| 7D | -12.7% | 0.0% | -12.7% | -12.7% |
| 30D | -19.2% | +4.4% | -23.6% | -19.2% |
| 3M | -16.7% | +15.4% | -32.0% | -17.0% |
| 6M | +5.1% | +93.7% | -88.6% | +3.3% |
| YTD | +6.6% | +97.4% | -90.9% | +4.5% |
| 1Y | +3.9% | +23.2% | -19.3% | +2.8% |
| 3Y | +246.0% | -71.3% | +317.3% | +247.4% |
| 5Y | +268.0% | -99.3% | +367.2% | +282.0% |
| All | +844.5% | -98.7% | +943.2% | +793.2% |
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