-0.3%
APO vs AMT
-6.1%
+5.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | +3.9% | +1.8% | +2.0% | +3.7% |
| 3M | +3.8% | -6.2% | +9.9% | +4.8% |
| 6M | +22.3% | -5.0% | +27.3% | +23.2% |
| YTD | -7.8% | +2.1% | -9.9% | -9.2% |
| 1Y | -0.3% | -5.7% | +5.4% | -2.0% |
| All | -0.3% | -6.1% | +5.8% | -2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling