+1,378.9%
APH vs AMC
-97.8%
+1,476.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -12.5% | +3.2% | -9.0% |
| 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% | +3.1% |
| YTD | +6.6% | +97.4% | -90.9% | +4.2% |
| 1Y | +3.9% | +23.2% | -19.3% | +2.6% |
| 3Y | +246.0% | -71.3% | +317.3% | +247.7% |
| 5Y | +268.0% | -99.3% | +367.2% | +285.3% |
| 10Y | +868.2% | -98.7% | +967.0% | +897.1% |
| All | +1,378.9% | -97.8% | +1,476.7% | +1,238.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling