+251.1%
APAM price history and return analytics
+221.8%
+29.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.3% |
| 7D | -1.8% | +2.4% | -4.1% | -4.9% |
| 30D | +21.1% | -1.5% | +22.6% | +23.1% |
| 3M | -8.2% | -4.1% | -4.1% | -3.5% |
| 6M | +8.5% | +0.6% | +7.9% | +6.4% |
| YTD | +1.9% | +11.0% | -9.2% | -13.0% |
| 1Y | -2.6% | +13.3% | -15.9% | -19.2% |
| 3Y | +35.7% | +73.4% | -37.7% | -37.0% |
| 5Y | +15.0% | +57.4% | -42.4% | -37.8% |
| All | +251.1% | +221.8% | +29.4% | -20.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling