+949.3%
APO vs AME
+425.2%
+524.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | -1.0% | +1.3% | -2.3% | -2.1% |
| 30D | -0.4% | -6.6% | +6.2% | +5.5% |
| 3M | -0.9% | +3.0% | -3.8% | -3.8% |
| 6M | +22.1% | +5.3% | +16.8% | +15.2% |
| YTD | -8.4% | +15.4% | -23.8% | -20.9% |
| 1Y | -0.9% | +26.8% | -27.8% | -22.0% |
| 3Y | +56.1% | +56.5% | -0.4% | +1.2% |
| 5Y | +136.0% | +85.2% | +50.8% | +31.6% |
| 10Y | +949.3% | +428.5% | +520.8% | +180.9% |
| All | +949.3% | +425.2% | +524.1% | +180.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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