+3.9%
APH vs AMC
+21.7%
-17.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -12.5% | +3.2% | -8.5% |
| 7D | -12.7% | 0.0% | -12.7% | -12.6% |
| 30D | -19.2% | +4.4% | -23.6% | -19.2% |
| 3M | -16.7% | +15.4% | -32.0% | -17.3% |
| 6M | +5.1% | +93.7% | -88.6% | -0.6% |
| YTD | +6.6% | +97.4% | -90.9% | -1.3% |
| 1Y | +3.9% | +23.2% | -19.3% | +5.5% |
| All | +3.9% | +21.7% | -17.8% | +5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling