+895.2%
APO vs AMT
+116.9%
+778.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.1% | +4.6% | +4.6% |
| 7D | +2.3% | +0.4% | +1.9% | +2.2% |
| 30D | +3.0% | +3.7% | -0.7% | +1.5% |
| 3M | -3.7% | +10.7% | -14.4% | -7.7% |
| 6M | -7.5% | +9.3% | -16.7% | -11.4% |
| YTD | -14.5% | +10.9% | -25.5% | -19.3% |
| 1Y | -6.2% | +10.5% | -16.7% | -11.4% |
| 3Y | +51.9% | +15.5% | +36.4% | +30.7% |
| 5Y | +76.5% | -20.6% | +97.0% | +84.3% |
| 10Y | +895.2% | +124.5% | +770.7% | +768.0% |
| All | +895.2% | +116.9% | +778.4% | +768.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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