+90.5%
APH vs APO
+61.7%
+28.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.1% | -45.7% | -47.0% |
| 7D | -48.7% | +0.2% | -48.9% | -48.4% |
| 30D | -51.9% | +3.5% | -55.4% | -52.3% |
| 3M | -43.6% | +4.5% | -48.1% | -44.3% |
| 6M | -37.5% | +22.8% | -60.3% | -42.5% |
| YTD | -38.6% | -6.5% | -32.1% | -37.5% |
| 1Y | -26.3% | +0.8% | -27.2% | -27.9% |
| All | +90.5% | +61.7% | +28.8% | +59.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling