+14.2%
APO vs AMDL
+145.7%
-131.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +11.9% | -13.2% | -2.4% |
| 7D | +3.5% | +103.5% | -100.1% | -3.4% |
| 30D | +4.4% | -18.3% | +22.7% | +4.2% |
| 3M | -12.1% | +20.1% | -32.1% | -16.1% |
| 6M | -7.2% | +15.9% | -23.1% | -14.2% |
| YTD | -15.1% | +303.0% | -318.1% | -35.6% |
| 1Y | -7.7% | +164.0% | -171.6% | -26.1% |
| All | +14.2% | +145.7% | -131.4% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 10y: compounded portfolio wealth divided by compounded AMDL 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…
10y analysis · Full analysis span regression · 6 months rolling