+951.3%
APH vs AMT
+116.9%
+834.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.1% | +8.1% | +8.2% |
| 7D | +1.1% | +0.4% | +0.7% | +0.9% |
| 30D | -7.5% | +3.7% | -11.2% | -8.7% |
| 3M | -4.4% | +10.7% | -15.2% | -7.5% |
| 6M | +26.5% | +9.3% | +17.2% | +21.9% |
| YTD | +20.0% | +10.9% | +9.1% | +14.9% |
| 1Y | +16.9% | +10.5% | +6.3% | +11.9% |
| 3Y | +288.5% | +15.5% | +273.0% | +246.2% |
| 5Y | +310.3% | -20.6% | +330.9% | +320.8% |
| 10Y | +951.3% | +124.5% | +826.7% | +701.5% |
| All | +951.3% | +116.9% | +834.4% | +701.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling