+13.0%
APH vs AMDL
+127.5%
-114.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +26.8% | -18.6% | +3.2% |
| 7D | +1.1% | +10.3% | -9.2% | -2.4% |
| 30D | -7.5% | -38.3% | +30.8% | -2.2% |
| 3M | -4.4% | -8.7% | +4.3% | -6.6% |
| 6M | +26.5% | -14.4% | +40.8% | +20.6% |
| YTD | +20.0% | +206.9% | -186.9% | -18.0% |
| All | +13.0% | +127.5% | -114.5% | -20.5% |
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