+639.2%
APO vs AMC
-97.7%
+736.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.4% | -0.5% |
| 7D | +0.8% | +2.6% | -1.8% | +0.7% |
| 30D | +1.0% | +9.0% | -8.0% | +0.7% |
| 3M | -8.4% | +22.2% | -30.6% | -9.1% |
| 6M | -9.1% | +91.5% | -100.6% | -11.7% |
| YTD | -18.3% | +101.3% | -119.6% | -21.0% |
| 1Y | -8.0% | +20.8% | -28.8% | -9.6% |
| 3Y | +47.1% | -71.3% | +118.4% | +48.3% |
| 5Y | +67.2% | -99.2% | +166.4% | +80.2% |
| 10Y | +871.8% | -98.7% | +970.5% | +862.6% |
| All | +639.2% | -97.7% | +736.9% | +528.5% |
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