+114.5%
ADI vs APO
+58.7%
+55.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.8% |
| 7D | +2.4% | +0.1% | +2.4% | +2.4% |
| 30D | -6.6% | +3.9% | -10.4% | -8.3% |
| 3M | -9.8% | +3.8% | -13.6% | -11.6% |
| 6M | +15.7% | +22.3% | -6.6% | +5.3% |
| YTD | +35.1% | -7.8% | +42.9% | +37.8% |
| 1Y | +47.7% | -0.3% | +48.0% | +44.3% |
| 3Y | +114.5% | +57.1% | +57.3% | +76.0% |
| All | +114.5% | +58.7% | +55.8% | +76.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling