+1,563.3%
APO vs A
+518.6%
+1,044.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.2% | -1.3% |
| 7D | +0.8% | -0.1% | +0.8% | +0.8% |
| 30D | +1.0% | +3.4% | -2.3% | -0.9% |
| 3M | -8.4% | +23.8% | -32.2% | -18.6% |
| 6M | -9.1% | +49.0% | -58.1% | -28.1% |
| YTD | -18.3% | +29.4% | -47.7% | -30.6% |
| 1Y | -8.0% | +19.4% | -27.4% | -18.4% |
| 3Y | +47.1% | +66.2% | -19.1% | +4.4% |
| 5Y | +67.2% | +15.8% | +51.4% | +42.9% |
| 10Y | +871.8% | +326.1% | +545.8% | +337.2% |
| All | +1,563.3% | +518.6% | +1,044.8% | +516.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling