+67.0%
APO vs AMC
-99.3%
+166.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.4% | -0.6% |
| 7D | +0.8% | +2.6% | -1.8% | +0.6% |
| 30D | +1.0% | +9.0% | -8.0% | +0.4% |
| 3M | -8.4% | +22.2% | -30.6% | -9.9% |
| 6M | -9.1% | +91.5% | -100.6% | -14.6% |
| YTD | -18.3% | +101.3% | -119.6% | -23.9% |
| 1Y | -8.0% | +20.8% | -28.8% | -11.3% |
| 3Y | +47.1% | -71.3% | +118.4% | +51.9% |
| All | +67.0% | -99.3% | +166.2% | +124.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 5y: compounded portfolio wealth divided by compounded AMC 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…
5y analysis · Full analysis span regression · 6 months rolling