+9.3%
ABT vs APO
+54.4%
-45.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | -0.2% |
| 7D | -4.7% | -1.0% | -3.8% | -4.7% |
| 30D | -3.1% | -0.4% | -2.8% | -3.1% |
| 3M | +16.1% | -0.9% | +17.0% | +16.1% |
| 6M | -5.3% | +22.1% | -27.5% | -6.5% |
| YTD | -14.4% | -8.4% | -6.1% | -14.2% |
| 1Y | -18.4% | -0.9% | -17.5% | -18.6% |
| All | +9.3% | +54.4% | -45.1% | +4.4% |
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