+16,821.8%
APH vs AMT
+1,473.8%
+15,348.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.4% | -8.9% | -9.2% |
| 7D | -12.7% | +4.4% | -17.1% | -13.7% |
| 30D | -19.2% | +17.7% | -36.9% | -22.6% |
| 3M | -16.7% | +16.7% | -33.4% | -20.2% |
| 6M | +5.1% | +11.1% | -6.0% | +1.3% |
| YTD | +6.6% | +13.9% | -7.3% | +1.8% |
| 1Y | +3.9% | +12.5% | -8.6% | -0.4% |
| 3Y | +246.0% | +13.2% | +232.9% | +222.1% |
| 5Y | +268.0% | -17.9% | +285.9% | +269.1% |
| 10Y | +868.2% | +122.8% | +745.4% | +645.4% |
| All | +16,821.8% | +1,473.8% | +15,348.0% | +8,677.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling