+804.4%
AAOI vs APO
+52.1%
+752.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.4% |
| 7D | -0.2% | -3.5% | +3.3% | +2.6% |
| 30D | -23.7% | -6.6% | -17.1% | -20.4% |
| 3M | -39.0% | -3.3% | -35.7% | -38.3% |
| 6M | -17.0% | +22.6% | -39.6% | -34.1% |
| YTD | +202.2% | -9.8% | +212.0% | +214.1% |
| 1Y | +292.4% | -3.9% | +296.3% | +279.8% |
| 3Y | +804.4% | +52.5% | +751.9% | +537.7% |
| All | +804.4% | +52.1% | +752.3% | +537.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling