+845.7%
APO vs A
+312.5%
+533.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +1.2% |
| 7D | +8.1% | +1.4% | +6.7% | +7.3% |
| 30D | +3.4% | +4.3% | -0.9% | +0.7% |
| 3M | -6.6% | +19.8% | -26.4% | -16.7% |
| 6M | -7.1% | +54.4% | -61.4% | -30.3% |
| YTD | -14.1% | +31.7% | -45.9% | -29.3% |
| 1Y | -4.7% | +22.4% | -27.1% | -17.9% |
| 3Y | +51.3% | +67.7% | -16.4% | -0.4% |
| 5Y | +82.7% | +15.7% | +67.0% | +52.8% |
| 10Y | +845.7% | +308.7% | +537.0% | +228.9% |
| All | +845.7% | +312.5% | +533.2% | +228.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling