+8.8%
APH vs APO
-11.5%
+20.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.6% | +4.1% |
| 7D | -5.9% | +0.8% | -6.7% | -5.8% |
| 30D | -14.8% | +1.0% | -15.8% | -14.7% |
| 3M | -12.4% | -8.4% | -4.0% | -11.9% |
| 6M | +8.1% | -9.1% | +17.2% | +8.8% |
| YTD | +10.9% | -18.3% | +29.3% | +13.9% |
| 1Y | +8.8% | -8.0% | +16.8% | +7.1% |
| All | +8.8% | -11.5% | +20.3% | +7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling