+94.8%
AAPL vs APO
+52.4%
+42.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.9% | +2.0% |
| 7D | +1.8% | +0.2% | +1.6% | +1.7% |
| 30D | +4.3% | +3.1% | +1.2% | +3.4% |
| 3M | +16.6% | -12.0% | +28.6% | +19.9% |
| 6M | +21.6% | -5.0% | +26.6% | +22.1% |
| YTD | +31.2% | -14.0% | +45.2% | +34.7% |
| 1Y | +29.6% | -5.9% | +35.5% | +29.3% |
| All | +94.8% | +52.4% | +42.4% | +72.5% |
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