-37.5%
APH vs APO
+25.2%
-62.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.1% | -45.7% | -47.2% |
| 7D | -48.7% | +0.2% | -48.9% | -48.3% |
| 30D | -51.9% | +3.5% | -55.4% | -51.8% |
| 3M | -43.6% | +4.5% | -48.1% | -43.6% |
| 6M | -37.5% | +22.8% | -60.3% | -39.3% |
| All | -37.5% | +25.2% | -62.7% | -39.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling