+137.0%
APO vs A
-14.2%
+151.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -0.2% |
| 7D | +0.1% | -2.1% | +2.1% | +1.0% |
| 30D | +3.9% | +0.6% | +3.3% | +3.4% |
| 3M | +3.8% | +10.9% | -7.1% | -1.7% |
| 6M | +22.3% | +28.2% | -5.9% | +6.6% |
| YTD | -7.8% | +8.6% | -16.4% | -12.6% |
| 1Y | -0.3% | +15.5% | -15.9% | -9.3% |
| 3Y | +57.1% | +31.8% | +25.3% | +25.5% |
| 5Y | +137.0% | -14.9% | +151.8% | +148.0% |
| All | +137.0% | -14.2% | +151.2% | +148.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling