+278.0%
APH vs AMT
+15.3%
+262.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.7% | -0.8% |
| 7D | -5.0% | +1.6% | -6.7% | -4.8% |
| 30D | -8.4% | +4.5% | -12.8% | -7.7% |
| 3M | -4.5% | +13.8% | -18.3% | -2.8% |
| 6M | +25.3% | +10.0% | +15.2% | +27.4% |
| YTD | +18.9% | +11.8% | +7.2% | +21.5% |
| 1Y | +11.9% | +10.2% | +1.7% | +14.1% |
| 3Y | +278.0% | +15.1% | +262.8% | +270.0% |
| All | +278.0% | +15.3% | +262.6% | +270.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling