+1,321.2%
ADI vs APO
+1,612.1%
-290.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.5% | -3.4% |
| 7D | +9.5% | +5.8% | +3.7% | +7.3% |
| 30D | -1.4% | +8.9% | -10.3% | -4.7% |
| 3M | +4.7% | -13.6% | +18.4% | +10.0% |
| 6M | -7.4% | -5.4% | -2.0% | -6.6% |
| YTD | +48.1% | -13.6% | +61.7% | +52.9% |
| 1Y | +69.6% | -2.5% | +72.1% | +67.1% |
| 3Y | +144.4% | +50.9% | +93.5% | +99.4% |
| 5Y | +134.1% | +81.4% | +52.7% | +73.6% |
| 10Y | +632.8% | +843.9% | -211.2% | +209.4% |
| All | +1,321.2% | +1,612.1% | -290.8% | +398.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling