+643.8%
AMZN vs APO
+821.0%
-177.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.9% |
| 7D | +2.8% | +3.5% | -0.7% | +1.5% |
| 30D | +3.4% | +4.4% | -0.9% | +1.6% |
| 3M | +0.1% | -12.1% | +12.1% | +4.2% |
| 6M | +0.6% | -7.2% | +7.9% | +2.4% |
| YTD | +15.9% | -15.1% | +31.0% | +20.4% |
| 1Y | +9.5% | -7.7% | +17.2% | +10.2% |
| 3Y | +86.3% | +49.6% | +36.7% | +55.5% |
| 5Y | +51.7% | +78.3% | -26.5% | +15.8% |
| All | +643.8% | +821.0% | -177.1% | +242.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling