+883.4%
APH vs AMC
-98.7%
+982.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.9% | +2.2% | +4.1% |
| 7D | -5.9% | +2.6% | -8.6% | -6.0% |
| 30D | -14.8% | +9.0% | -23.8% | -14.9% |
| 3M | -12.4% | +22.2% | -34.6% | -12.8% |
| 6M | +8.1% | +91.5% | -83.4% | +6.2% |
| YTD | +10.9% | +101.3% | -90.3% | +8.8% |
| 1Y | +8.8% | +20.8% | -12.0% | +7.6% |
| 3Y | +262.1% | -71.3% | +333.4% | +263.5% |
| 5Y | +283.1% | -99.2% | +382.4% | +297.5% |
| All | +883.4% | -98.7% | +982.1% | +829.6% |
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 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