+2,369.1%
APH vs APO
+1,518.9%
+850.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.6% | +4.3% |
| 7D | -5.9% | +0.8% | -6.7% | -6.5% |
| 30D | -14.8% | +1.0% | -15.8% | -15.5% |
| 3M | -12.4% | -8.4% | -4.0% | -10.6% |
| 6M | +8.1% | -9.1% | +17.2% | +10.1% |
| YTD | +10.9% | -18.3% | +29.3% | +15.8% |
| 1Y | +8.8% | -8.0% | +16.8% | +8.7% |
| 3Y | +262.1% | +47.1% | +215.0% | +201.8% |
| 5Y | +283.1% | +67.2% | +216.0% | +196.2% |
| 10Y | +908.1% | +871.8% | +36.3% | +330.4% |
| All | +2,369.1% | +1,518.9% | +850.3% | +726.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling