+944.2%
APH vs APO
+847.3%
+96.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +0.4% | +0.2% | +0.2% | +0.5% |
| 30D | -8.0% | +3.1% | -11.1% | -9.4% |
| 3M | -5.0% | -12.0% | +7.0% | -1.2% |
| 6M | +29.9% | -5.0% | +34.9% | +30.7% |
| YTD | +18.0% | -14.0% | +32.0% | +21.3% |
| 1Y | +11.3% | -5.9% | +17.3% | +10.5% |
| 3Y | +274.9% | +51.6% | +223.4% | +203.7% |
| 5Y | +300.6% | +80.8% | +219.8% | +192.8% |
| 10Y | +944.2% | +839.9% | +104.3% | +373.4% |
| All | +944.2% | +847.3% | +96.9% | +373.4% |
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