+8.8%
APH vs OWL
-32.4%
+41.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.7% | +4.8% | +4.2% |
| 7D | -5.9% | -4.9% | -1.0% | -5.3% |
| 30D | -14.8% | +7.8% | -22.6% | -15.4% |
| 3M | -12.4% | -12.7% | +0.2% | -11.3% |
| 6M | +8.1% | -2.8% | +10.9% | +7.8% |
| YTD | +10.9% | -30.1% | +41.0% | +14.7% |
| 1Y | +8.8% | -29.1% | +37.9% | +12.9% |
| All | +8.8% | -32.4% | +41.2% | +12.9% |
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