+944.2%
APH vs AMT
+134.7%
+809.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +0.4% | -2.4% | +2.8% | +1.0% |
| 30D | -8.0% | +4.2% | -12.2% | -9.3% |
| 3M | -5.0% | +13.4% | -18.4% | -8.6% |
| 6M | +29.9% | +9.4% | +20.5% | +25.2% |
| YTD | +18.0% | +11.7% | +6.3% | +12.7% |
| 1Y | +11.3% | +7.1% | +4.2% | +7.7% |
| 3Y | +274.9% | +15.1% | +259.9% | +234.9% |
| 5Y | +300.6% | -17.9% | +318.5% | +305.6% |
| All | +944.2% | +134.7% | +809.5% | +682.1% |
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 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