+18,562.6%
APH vs AMT
+1,480.8%
+17,081.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +4.0% | -10.2% | -7.2% |
| 7D | -2.4% | +6.0% | -8.5% | -3.9% |
| 30D | -9.5% | +20.1% | -29.6% | -13.8% |
| 3M | -7.6% | +12.4% | -20.0% | -10.7% |
| 6M | +12.4% | +9.9% | +2.5% | +8.6% |
| YTD | +17.5% | +14.4% | +3.1% | +12.2% |
| 1Y | +16.4% | +12.4% | +4.0% | +11.6% |
| 3Y | +281.6% | +13.7% | +267.9% | +254.8% |
| 5Y | +317.7% | -17.8% | +335.6% | +318.9% |
| 10Y | +967.8% | +123.8% | +844.0% | +721.1% |
| All | +18,562.6% | +1,480.8% | +17,081.8% | +9,568.2% |
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