-8.0%
APO vs AMT
+9.8%
-17.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.2% | 0.0% |
| 7D | +0.8% | +0.5% | +0.2% | +0.7% |
| 30D | +1.0% | +13.6% | -12.6% | -0.6% |
| 3M | -8.4% | +11.5% | -19.9% | -9.7% |
| 6M | -9.1% | +6.9% | -16.0% | -9.6% |
| YTD | -18.3% | +10.8% | -29.2% | -20.7% |
| 1Y | -8.0% | +10.3% | -18.3% | -11.3% |
| All | -8.0% | +9.8% | -17.8% | -11.3% |
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