+543.9%
ABT vs APO
+1,612.1%
-1,068.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.6% | +0.8% |
| 7D | -1.3% | +5.8% | -7.0% | -2.5% |
| 30D | +6.0% | +8.9% | -2.9% | +4.1% |
| 3M | -1.9% | -13.6% | +11.8% | +1.0% |
| 6M | +31.2% | -5.4% | +36.6% | +32.0% |
| YTD | -11.2% | -13.6% | +2.4% | -9.6% |
| 1Y | -14.0% | -2.5% | -11.5% | -14.8% |
| 3Y | +20.7% | +50.9% | -30.2% | +3.7% |
| 5Y | -6.7% | +81.4% | -88.1% | -25.5% |
| 10Y | +226.3% | +843.9% | -617.6% | +70.5% |
| All | +543.9% | +1,612.1% | -1,068.1% | +196.2% |
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