+678.4%
APO vs AMC
-97.5%
+776.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.3% | +0.2% |
| 7D | +0.2% | -2.8% | +3.0% | +0.2% |
| 30D | +3.1% | +14.0% | -10.9% | +2.6% |
| 3M | -12.0% | +42.5% | -54.5% | -13.1% |
| 6M | -5.0% | +142.6% | -147.5% | -8.5% |
| YTD | -14.0% | +119.2% | -133.2% | -17.1% |
| 1Y | -5.9% | +40.7% | -46.7% | -8.0% |
| 3Y | +51.6% | -57.3% | +108.9% | +51.0% |
| 5Y | +80.8% | -99.1% | +179.9% | +94.1% |
| 10Y | +839.9% | -98.7% | +938.7% | +850.0% |
| All | +678.4% | -97.5% | +776.0% | +560.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling