+2,621.2%
APO vs AMCR
+102.7%
+2,518.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.8% |
| 7D | +0.1% | -1.8% | +1.9% | +0.7% |
| 30D | +3.9% | -6.0% | +9.9% | +6.1% |
| 3M | +3.8% | +18.9% | -15.2% | -2.6% |
| 6M | +22.3% | +5.7% | +16.6% | +18.9% |
| YTD | -7.8% | +11.1% | -18.9% | -12.4% |
| 1Y | -0.3% | +14.4% | -14.8% | -6.5% |
| 3Y | +57.1% | +13.0% | +44.1% | +45.4% |
| 5Y | +137.0% | -7.5% | +144.5% | +137.0% |
| 10Y | +946.8% | +20.1% | +926.7% | +806.8% |
| All | +2,621.2% | +102.7% | +2,518.5% | +2,334.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AMCR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling