+2,968.6%
AAPL vs APO
+1,753.5%
+1,215.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.3% |
| 7D | +0.1% | -1.0% | +1.1% | +0.3% |
| 30D | +3.0% | +3.5% | -0.5% | +1.6% |
| 3M | +2.9% | +4.5% | -1.6% | +0.8% |
| 6M | +22.1% | +22.8% | -0.7% | +13.4% |
| YTD | +18.0% | -6.5% | +24.5% | +18.5% |
| 1Y | +33.9% | +0.8% | +33.1% | +30.7% |
| 3Y | +71.2% | +62.0% | +9.2% | +39.8% |
| 5Y | +112.6% | +138.2% | -25.6% | +50.1% |
| 10Y | +1,198.8% | +940.3% | +258.5% | +504.0% |
| All | +2,968.6% | +1,753.5% | +1,215.1% | +1,043.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling