+129.2%
APO vs AMCR
-12.3%
+141.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.5% |
| 7D | -3.5% | -6.3% | +2.8% | -0.9% |
| 30D | -6.6% | -7.8% | +1.2% | -3.4% |
| 3M | -3.3% | +7.5% | -10.8% | -6.6% |
| 6M | +22.6% | +2.7% | +19.9% | +20.1% |
| YTD | -9.8% | +6.0% | -15.8% | -13.8% |
| 1Y | -3.9% | +7.8% | -11.7% | -9.2% |
| 3Y | +52.5% | +5.8% | +46.7% | +39.1% |
| All | +129.2% | -12.3% | +141.5% | +139.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling