+416.0%
AAOI vs APO
+945.2%
-529.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.6% |
| 7D | -0.2% | -3.5% | +3.3% | +1.7% |
| 30D | -23.7% | -6.6% | -17.1% | -21.5% |
| 3M | -39.0% | -3.3% | -35.7% | -38.4% |
| 6M | -17.0% | +22.6% | -39.6% | -27.7% |
| YTD | +202.2% | -9.8% | +212.0% | +205.1% |
| 1Y | +292.4% | -3.9% | +296.3% | +283.8% |
| 3Y | +804.4% | +52.5% | +751.9% | +659.9% |
| 5Y | +1,318.0% | +134.0% | +1,184.0% | +866.3% |
| All | +416.0% | +945.2% | -529.3% | +107.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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