+11.9%
APH vs OWL
-29.4%
+41.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.7% |
| 7D | -5.0% | -1.2% | -3.9% | -4.8% |
| 30D | -8.4% | +7.6% | -15.9% | -9.0% |
| 3M | -4.5% | -10.7% | +6.2% | -3.5% |
| 6M | +25.3% | +0.9% | +24.4% | +24.3% |
| YTD | +18.9% | -27.3% | +46.2% | +22.7% |
| 1Y | +11.9% | -27.2% | +39.1% | +16.3% |
| All | +11.9% | -29.4% | +41.3% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 OWL 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