+47.1%
ADP vs APO
+53.0%
-5.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.1% | +0.4% |
| 7D | +2.2% | +5.8% | -3.6% | +1.2% |
| 30D | +10.6% | +8.9% | +1.7% | +8.9% |
| 3M | +12.9% | -13.6% | +26.6% | +15.3% |
| 6M | +50.6% | -5.4% | +56.0% | +51.3% |
| YTD | +23.2% | -13.6% | +36.8% | +24.9% |
| 1Y | +25.3% | -2.5% | +27.7% | +24.4% |
| 3Y | +47.1% | +50.9% | -3.7% | +41.3% |
| All | +47.1% | +53.0% | -5.9% | +41.3% |
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