+857.2%
APO vs AMT
+113.8%
+743.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.2% | +0.6% |
| 7D | +0.8% | +0.5% | +0.2% | +0.7% |
| 30D | +1.0% | +13.6% | -12.6% | -4.0% |
| 3M | -8.4% | +11.5% | -19.9% | -12.4% |
| 6M | -9.1% | +6.9% | -16.0% | -12.3% |
| YTD | -18.3% | +10.8% | -29.2% | -22.9% |
| 1Y | -8.0% | +10.3% | -18.3% | -13.0% |
| 3Y | +47.1% | +12.4% | +34.6% | +28.6% |
| 5Y | +67.2% | -20.1% | +87.2% | +73.8% |
| All | +857.2% | +113.8% | +743.4% | +719.5% |
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