+955.2%
APH vs APO
+890.3%
+64.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.4% | -1.1% |
| 7D | -5.0% | +8.1% | -13.1% | -7.8% |
| 30D | -8.4% | +3.4% | -11.8% | -9.9% |
| 3M | -4.5% | -6.6% | +2.1% | -2.9% |
| 6M | +25.3% | -7.1% | +32.3% | +27.1% |
| YTD | +18.9% | -14.1% | +33.1% | +22.4% |
| 1Y | +11.9% | -4.7% | +16.6% | +10.5% |
| 3Y | +278.0% | +51.3% | +226.6% | +206.3% |
| 5Y | +306.4% | +82.7% | +223.7% | +196.0% |
| 10Y | +955.2% | +845.7% | +109.5% | +381.9% |
| All | +955.2% | +890.3% | +64.9% | +381.9% |
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