+47.8%
APH vs AMT
-7.7%
+55.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +1.9% | +0.8% |
| 7D | +5.0% | -0.2% | +5.2% | +4.9% |
| 30D | -3.9% | +4.6% | -8.5% | -3.6% |
| 3M | +13.0% | -8.4% | +21.4% | +14.7% |
| 6M | +25.2% | -6.0% | +31.2% | +26.4% |
| YTD | +22.9% | +2.1% | +20.8% | +23.9% |
| 1Y | +47.8% | -6.4% | +54.2% | +47.4% |
| All | +47.8% | -7.7% | +55.6% | +47.4% |
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 2025-09-04 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling