+286.4%
APAM price history and return analytics
+215.5%
+70.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.9% | -1.9% |
| 7D | +7.0% | -2.3% | +9.3% | +10.2% |
| 30D | +15.9% | -5.0% | +20.9% | +23.7% |
| 3M | -7.3% | -4.9% | -2.5% | -1.4% |
| 6M | +7.6% | -1.5% | +9.2% | +8.8% |
| YTD | +3.7% | +8.5% | -4.8% | -8.5% |
| 1Y | -3.5% | +11.4% | -14.9% | -18.0% |
| 3Y | +40.0% | +70.1% | -30.1% | -33.1% |
| 5Y | +18.8% | +53.7% | -35.0% | -33.5% |
| All | +286.4% | +215.5% | +70.9% | -2.7% |
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