-14.7%
ABT vs APO
-7.7%
-7.0%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.7% |
| 7D | -5.6% | +3.5% | -9.1% | -5.9% |
| 30D | +5.2% | +4.4% | +0.8% | +4.6% |
| 3M | -2.7% | -12.1% | +9.4% | -2.6% |
| 6M | +28.8% | -7.2% | +36.1% | +28.5% |
| YTD | -12.3% | -15.1% | +2.8% | -12.3% |
| 1Y | -14.7% | -7.7% | -7.0% | -15.6% |
| All | -14.7% | -7.7% | -7.0% | -15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling