+2.2%
APAM price history and return analytics
+15.2%
-13.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.7% | +3.0% | +3.4% |
| 7D | +16.5% | -0.3% | +16.8% | +16.7% |
| 30D | +17.6% | -1.4% | +19.1% | +18.8% |
| 3M | -3.4% | -1.4% | -2.0% | -2.5% |
| 6M | +14.3% | +5.5% | +8.8% | +8.4% |
| YTD | +7.2% | +12.8% | -5.6% | -3.9% |
| 1Y | +2.2% | +15.4% | -13.3% | -10.2% |
| All | +2.2% | +15.2% | -13.1% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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