+109.8%
AAPL vs APO
+136.0%
-26.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | -0.1% |
| 7D | -3.0% | -1.0% | -2.0% | -2.6% |
| 30D | +2.3% | -0.4% | +2.7% | +2.2% |
| 3M | +8.6% | -0.9% | +9.5% | +8.2% |
| 6M | +21.6% | +22.1% | -0.6% | +12.3% |
| YTD | +16.3% | -8.4% | +24.7% | +17.9% |
| 1Y | +35.1% | -0.9% | +36.0% | +32.3% |
| 3Y | +79.4% | +56.1% | +23.2% | +41.3% |
| 5Y | +109.8% | +136.0% | -26.2% | +29.9% |
| All | +109.8% | +136.0% | -26.2% | +29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling