+944.2%
APH vs AMC
-98.7%
+1,043.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.8% |
| 7D | +0.4% | -2.8% | +3.2% | +0.5% |
| 30D | -8.0% | +14.0% | -22.0% | -8.2% |
| 3M | -5.0% | +42.5% | -47.5% | -5.7% |
| 6M | +29.9% | +142.6% | -112.6% | +27.1% |
| YTD | +18.0% | +119.2% | -101.3% | +15.4% |
| 1Y | +11.3% | +40.7% | -29.4% | +9.9% |
| 3Y | +274.9% | -57.3% | +332.2% | +273.8% |
| 5Y | +300.6% | -99.1% | +399.7% | +314.7% |
| All | +944.2% | -98.7% | +1,043.0% | +883.6% |
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