+949.3%
APO vs A
+236.6%
+712.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | +0.2% |
| 7D | -1.0% | -4.4% | +3.4% | +1.6% |
| 30D | -0.4% | -2.7% | +2.3% | +1.0% |
| 3M | -0.9% | +7.0% | -7.9% | -5.6% |
| 6M | +22.1% | +24.6% | -2.5% | +4.3% |
| YTD | -8.4% | +7.0% | -15.4% | -14.3% |
| 1Y | -0.9% | +15.6% | -16.5% | -12.6% |
| 3Y | +56.1% | +29.9% | +26.2% | +20.4% |
| 5Y | +136.0% | -15.4% | +151.4% | +142.1% |
| 10Y | +949.3% | +248.9% | +700.5% | +322.1% |
| All | +949.3% | +236.6% | +712.7% | +322.1% |
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