+257.6%
APAM price history and return analytics
+224.4%
+33.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.1% | -5.4% | -5.8% |
| 7D | -4.9% | -0.7% | -4.2% | -4.3% |
| 30D | +18.7% | -1.7% | +20.4% | +21.0% |
| 3M | -9.4% | -2.3% | -7.1% | -7.1% |
| 6M | +6.5% | +1.5% | +5.0% | +3.2% |
| YTD | +2.0% | +12.0% | -10.0% | -13.9% |
| 1Y | -6.1% | +12.9% | -19.0% | -21.7% |
| 3Y | +35.6% | +74.9% | -39.4% | -37.8% |
| 5Y | +15.4% | +59.9% | -44.5% | -38.9% |
| 10Y | +257.6% | +224.6% | +33.0% | -19.9% |
| All | +257.6% | +224.4% | +33.3% | -19.9% |
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