-26.3%
APH vs AMT
-7.7%
-18.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.1% | -47.9% | -47.8% |
| 7D | -48.7% | +1.0% | -49.7% | -48.7% |
| 30D | -51.9% | +4.6% | -56.6% | -51.8% |
| 3M | -43.6% | -8.4% | -35.1% | -42.7% |
| 6M | -37.5% | -6.0% | -31.5% | -36.9% |
| YTD | -38.6% | +2.1% | -40.8% | -38.1% |
| 1Y | -26.3% | -6.4% | -20.0% | -26.6% |
| All | -26.3% | -7.7% | -18.6% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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