+226.7%
APAM price history and return analytics
+289.9%
-63.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.4% | +3.6% |
| 7D | +9.3% | -4.2% | +13.5% | +15.3% |
| 30D | +13.7% | -5.8% | +19.5% | +22.5% |
| 3M | -5.2% | -5.2% | 0.0% | +1.2% |
| 6M | +10.2% | +0.1% | +10.0% | +8.9% |
| YTD | +5.4% | +8.2% | -2.8% | -6.2% |
| 1Y | -1.8% | +10.1% | -11.9% | -14.7% |
| 3Y | +40.7% | +69.7% | -29.0% | -30.3% |
| 5Y | +20.7% | +53.4% | -32.6% | -30.5% |
| 10Y | +302.3% | +219.2% | +83.1% | +0.7% |
| All | +226.7% | +289.9% | -63.2% | -26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling