+1,254.4%
AAPL vs APO
+936.6%
+317.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.3% | +5.9% | +4.4% |
| 7D | -0.5% | -4.9% | +4.4% | +1.2% |
| 30D | +7.1% | -8.4% | +15.5% | +10.1% |
| 3M | +12.1% | -2.1% | +14.1% | +12.1% |
| 6M | +25.4% | +19.2% | +6.2% | +16.3% |
| YTD | +20.5% | -10.5% | +31.0% | +22.8% |
| 1Y | +44.5% | -2.7% | +47.2% | +42.1% |
| 3Y | +85.8% | +52.5% | +33.3% | +49.0% |
| 5Y | +124.8% | +132.1% | -7.3% | +48.7% |
| All | +1,254.4% | +936.6% | +317.8% | +485.6% |
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