+86.8%
ACN vs APO
+936.6%
-849.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.5% | +2.0% |
| 7D | -7.9% | -4.9% | -3.0% | -6.3% |
| 30D | -1.1% | -8.4% | +7.4% | +1.8% |
| 3M | +5.6% | -2.1% | +7.7% | +5.8% |
| 6M | -9.9% | +19.2% | -29.2% | -15.9% |
| YTD | -32.3% | -10.5% | -21.8% | -30.5% |
| 1Y | -25.3% | -2.7% | -22.6% | -25.8% |
| 3Y | -42.3% | +52.5% | -94.7% | -53.1% |
| 5Y | -43.5% | +132.1% | -175.5% | -61.8% |
| All | +86.8% | +936.6% | -849.8% | -21.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling