+746.3%
APO vs AMC
-98.1%
+844.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.3% | -4.9% | -0.8% |
| 7D | -1.0% | +2.3% | -3.3% | -1.1% |
| 30D | +3.5% | -0.7% | +4.2% | +3.4% |
| 3M | +4.5% | +35.2% | -30.7% | +3.0% |
| 6M | +22.8% | +124.6% | -101.8% | +18.5% |
| YTD | -6.5% | +69.9% | -76.4% | -9.0% |
| 1Y | +0.8% | -2.6% | +3.4% | -0.1% |
| 3Y | +62.0% | -79.8% | +141.7% | +64.6% |
| 5Y | +138.2% | -99.4% | +237.6% | +158.7% |
| 10Y | +940.3% | -98.9% | +1,039.1% | +930.7% |
| All | +746.3% | -98.1% | +844.4% | +624.5% |
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