+44.9%
AMZN vs APO
+136.0%
-91.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.5% |
| 7D | -1.0% | -1.0% | 0.0% | -0.6% |
| 30D | -9.2% | -0.4% | -8.9% | -9.4% |
| 3M | +3.4% | -0.9% | +4.2% | +3.1% |
| 6M | +18.2% | +22.1% | -3.9% | +5.9% |
| YTD | +9.3% | -8.4% | +17.7% | +11.6% |
| 1Y | +5.9% | -0.9% | +6.9% | +3.0% |
| 3Y | +82.6% | +56.1% | +26.5% | +33.6% |
| 5Y | +44.9% | +136.0% | -91.1% | -21.0% |
| All | +44.9% | +136.0% | -91.1% | -21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling