+1,193.7%
ADI vs APO
+1,753.5%
-559.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.8% |
| 7D | +0.4% | -1.0% | +1.4% | +0.8% |
| 30D | -3.8% | +3.5% | -7.3% | -5.3% |
| 3M | -15.3% | +4.5% | -19.8% | -17.1% |
| 6M | +6.7% | +22.8% | -16.1% | -2.4% |
| YTD | +34.8% | -6.5% | +41.3% | +35.7% |
| 1Y | +49.0% | +0.8% | +48.2% | +44.8% |
| 3Y | +108.1% | +62.0% | +46.1% | +65.6% |
| 5Y | +142.4% | +138.2% | +4.2% | +63.4% |
| 10Y | +589.9% | +940.3% | -350.4% | +182.3% |
| All | +1,193.7% | +1,753.5% | -559.8% | +342.1% |
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 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