+0.8%
APO vs AA
+63.2%
-62.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.5% |
| 7D | -1.0% | -0.7% | -0.3% | -1.0% |
| 30D | +3.5% | +5.0% | -1.5% | +3.2% |
| 3M | +4.5% | -35.8% | +40.4% | +5.8% |
| 6M | +22.8% | -18.4% | +41.2% | +22.3% |
| YTD | -6.5% | -5.5% | -1.0% | -7.9% |
| 1Y | +0.8% | +61.0% | -60.1% | -4.8% |
| All | +0.8% | +63.2% | -62.4% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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