+616.7%
ADI vs APO
+936.6%
-319.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.1% |
| 7D | +1.3% | -4.9% | +6.2% | +3.4% |
| 30D | -6.0% | -8.4% | +2.5% | -2.7% |
| 3M | -7.7% | -2.1% | -5.7% | -7.5% |
| 6M | +14.0% | +19.2% | -5.3% | +4.4% |
| YTD | +34.4% | -10.5% | +44.9% | +37.9% |
| 1Y | +48.0% | -2.7% | +50.7% | +45.3% |
| 3Y | +113.3% | +52.5% | +60.8% | +68.2% |
| 5Y | +131.1% | +132.1% | -1.0% | +47.9% |
| All | +616.7% | +936.6% | -319.9% | +196.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling