+624.3%
ADI vs APO
+961.5%
-337.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.8% |
| 7D | +2.6% | -1.0% | +3.6% | +3.0% |
| 30D | -4.6% | -0.4% | -4.3% | -4.8% |
| 3M | -9.5% | -0.9% | -8.6% | -9.7% |
| 6M | +14.8% | +22.1% | -7.3% | +4.2% |
| YTD | +35.8% | -8.4% | +44.2% | +38.0% |
| 1Y | +48.9% | -0.9% | +49.9% | +45.2% |
| 3Y | +115.6% | +56.1% | +59.4% | +68.4% |
| 5Y | +135.1% | +136.0% | -0.9% | +49.4% |
| All | +624.3% | +961.5% | -337.2% | +196.5% |
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