+19,422.9%
APH vs AMT
+1,311.4%
+18,111.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +1.9% | +1.1% |
| 7D | +5.0% | -0.2% | +5.2% | +5.0% |
| 30D | -3.9% | +4.6% | -8.5% | -5.0% |
| 3M | +13.0% | -8.4% | +21.4% | +14.8% |
| 6M | +25.2% | -6.0% | +31.2% | +26.1% |
| YTD | +22.9% | +2.1% | +20.8% | +21.1% |
| 1Y | +47.8% | -6.4% | +54.2% | +48.5% |
| 3Y | +283.0% | +8.1% | +275.0% | +260.7% |
| 5Y | +349.7% | -31.9% | +381.6% | +374.1% |
| 10Y | +1,061.2% | +97.1% | +964.1% | +824.0% |
| All | +19,422.9% | +1,311.4% | +18,111.5% | +10,338.1% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling