+1,804.4%
APO vs AMT
+383.5%
+1,420.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.2% |
| 7D | -1.0% | -0.2% | -0.8% | -0.9% |
| 30D | +3.5% | +4.6% | -1.2% | +1.4% |
| 3M | +4.5% | -8.4% | +13.0% | +8.0% |
| 6M | +22.8% | -6.0% | +28.8% | +24.9% |
| YTD | -6.5% | +2.1% | -8.6% | -8.9% |
| 1Y | +0.8% | -6.4% | +7.2% | +1.9% |
| 3Y | +62.0% | +8.1% | +53.9% | +42.2% |
| 5Y | +138.2% | -31.9% | +170.2% | +166.3% |
| 10Y | +940.3% | +97.1% | +843.2% | +569.7% |
| All | +1,804.4% | +383.5% | +1,420.9% | +639.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling