+640.7%
ADI vs APO
+821.0%
-180.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.6% |
| 7D | +13.4% | +3.5% | +9.9% | +11.9% |
| 30D | -1.3% | +4.4% | -5.7% | -3.3% |
| 3M | +6.8% | -12.1% | +18.9% | +11.9% |
| 6M | -1.9% | -7.2% | +5.3% | -0.1% |
| YTD | +52.3% | -15.1% | +67.4% | +59.0% |
| 1Y | +71.6% | -7.7% | +79.3% | +72.6% |
| 3Y | +148.9% | +49.6% | +99.3% | +97.1% |
| 5Y | +140.8% | +78.3% | +62.5% | +70.8% |
| All | +640.7% | +821.0% | -180.3% | +211.1% |
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