+16.2%
APO vs AMDL
+102.5%
-86.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -17.6% | +19.3% | +3.3% |
| 7D | +5.8% | +37.2% | -31.5% | +2.2% |
| 30D | +8.9% | -24.0% | +32.9% | +9.2% |
| 3M | -13.6% | -1.0% | -12.6% | -16.3% |
| 6M | -5.4% | -3.2% | -2.2% | -11.3% |
| YTD | -13.6% | +232.2% | -245.9% | -33.5% |
| 1Y | -2.5% | +137.7% | -140.2% | -21.8% |
| All | +16.2% | +102.5% | -86.3% | -27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling