+16.5%
APH vs AMDL
+130.1%
-113.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -17.6% | +15.8% | +1.5% |
| 7D | +4.9% | +37.2% | -32.3% | -2.2% |
| 30D | -5.4% | -24.0% | +18.6% | -4.2% |
| 3M | -5.5% | -1.0% | -4.4% | -9.6% |
| 6M | +25.9% | -3.2% | +29.1% | +16.7% |
| YTD | +16.4% | +232.2% | -215.9% | -24.0% |
| 1Y | +16.5% | +137.7% | -121.2% | -18.8% |
| All | +16.5% | +130.1% | -113.6% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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