+538.8%
ABT vs APO
+1,753.5%
-1,214.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -3.7% | -1.0% | -2.7% | -3.5% |
| 30D | +2.5% | +3.5% | -1.0% | +1.6% |
| 3M | +20.2% | +4.5% | +15.6% | +18.6% |
| 6M | -2.9% | +22.8% | -25.7% | -7.7% |
| YTD | -11.9% | -6.5% | -5.4% | -11.7% |
| 1Y | -16.5% | +0.8% | -17.4% | -18.0% |
| 3Y | +12.1% | +62.0% | -49.8% | -5.1% |
| 5Y | -7.4% | +138.2% | -145.7% | -30.7% |
| 10Y | +210.7% | +940.3% | -729.6% | +59.3% |
| All | +538.8% | +1,753.5% | -1,214.6% | +189.4% |
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 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