+500.0%
APP vs AMT
-7.4%
+507.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.7% | +12.5% | +10.5% |
| 7D | +71.2% | +0.5% | +70.7% | +70.9% |
| 30D | +39.1% | +13.6% | +25.5% | +34.2% |
| 3M | +16.5% | +11.5% | +5.1% | +13.0% |
| 6M | -16.6% | +6.9% | -23.5% | -18.6% |
| YTD | -41.9% | +10.8% | -52.8% | -44.6% |
| 1Y | -37.0% | +10.3% | -47.4% | -40.0% |
| 3Y | +892.4% | +12.4% | +880.0% | +735.8% |
| 5Y | +297.3% | -20.1% | +317.4% | +326.1% |
| All | +500.0% | -7.4% | +507.4% | +479.1% |
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