+176.2%
AKAM vs APO
+1,753.5%
-1,577.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | -2.1% | -1.0% | -1.1% | -1.8% |
| 30D | -13.9% | +3.5% | -17.4% | -14.9% |
| 3M | -33.8% | +4.5% | -38.4% | -34.9% |
| 6M | +2.2% | +22.8% | -20.6% | -4.1% |
| YTD | +20.6% | -6.5% | +27.1% | +21.7% |
| 1Y | +36.3% | +0.8% | +35.5% | +33.8% |
| 3Y | -0.1% | +62.0% | -62.1% | -16.3% |
| 5Y | -7.5% | +138.2% | -145.8% | -32.9% |
| 10Y | +90.2% | +940.3% | -850.1% | -22.1% |
| All | +176.2% | +1,753.5% | -1,577.3% | -23.2% |
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