+1,367.3%
AAPL vs APO
+837.1%
+530.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.4% | -0.2% |
| 7D | +4.1% | +5.8% | -1.6% | +2.2% |
| 30D | +4.0% | +8.9% | -4.9% | +0.8% |
| 3M | +16.8% | -13.6% | +30.4% | +22.2% |
| 6M | +19.4% | -5.4% | +24.8% | +20.2% |
| YTD | +31.5% | -13.6% | +45.1% | +35.3% |
| 1Y | +31.0% | -2.5% | +33.5% | +28.8% |
| 3Y | +95.3% | +50.9% | +44.4% | +56.7% |
| 5Y | +143.4% | +81.4% | +62.0% | +75.3% |
| All | +1,367.3% | +837.1% | +530.2% | +493.4% |
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