+37.6%
APO vs AMIX
-99.9%
+137.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.6% |
| 7D | -1.0% | -13.7% | +12.7% | -0.9% |
| 30D | +3.5% | -62.1% | +65.5% | +4.3% |
| 3M | +4.5% | -46.2% | +50.7% | +3.4% |
| 6M | +22.8% | -46.4% | +69.2% | +21.3% |
| YTD | -6.5% | -60.3% | +53.8% | -7.3% |
| 1Y | +0.8% | -79.7% | +80.5% | +0.9% |
| All | +37.6% | -99.9% | +137.5% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 all: compounded portfolio wealth divided by compounded AMIX 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…
all analysis · Full analysis span regression · 6 months rolling