+153.7%
ACN vs APO
+890.3%
-736.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | +1.6% | +8.1% | -6.5% | -1.2% |
| 30D | +24.6% | +3.4% | +21.2% | +22.9% |
| 3M | +46.2% | -6.6% | +52.8% | +48.8% |
| 6M | +46.2% | -7.1% | +53.2% | +48.4% |
| YTD | -0.9% | -14.1% | +13.3% | +2.8% |
| 1Y | +8.8% | -4.7% | +13.4% | +8.7% |
| 3Y | -14.3% | +51.3% | -65.6% | -30.3% |
| 5Y | -22.6% | +82.7% | -105.3% | -43.3% |
| 10Y | +153.7% | +845.7% | -692.0% | +10.3% |
| All | +153.7% | +890.3% | -736.6% | +10.3% |
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