+270.9%
APH vs APO
+53.0%
+217.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -2.3% |
| 7D | +4.9% | +5.8% | -0.9% | +3.0% |
| 30D | -5.4% | +8.9% | -14.3% | -8.3% |
| 3M | -5.5% | -13.6% | +8.2% | -1.0% |
| 6M | +25.9% | -5.4% | +31.3% | +26.9% |
| YTD | +16.4% | -13.6% | +30.0% | +20.6% |
| 1Y | +16.5% | -2.5% | +19.0% | +14.1% |
| 3Y | +270.9% | +50.9% | +220.0% | +207.1% |
| All | +270.9% | +53.0% | +217.9% | +207.1% |
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 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