+949.3%
APO vs AA
+121.9%
+827.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.3% | -0.1% |
| 7D | -1.0% | -0.6% | -0.4% | -0.9% |
| 30D | -0.4% | -1.6% | +1.2% | -0.3% |
| 3M | -0.9% | -29.8% | +28.9% | +7.6% |
| 6M | +22.1% | -16.6% | +38.8% | +24.6% |
| YTD | -8.4% | -4.0% | -4.3% | -10.7% |
| 1Y | -0.9% | +63.5% | -64.5% | -17.8% |
| 3Y | +56.1% | +86.8% | -30.6% | +18.9% |
| 5Y | +136.0% | +12.4% | +123.6% | +92.1% |
| 10Y | +949.3% | +132.3% | +817.0% | +441.7% |
| All | +949.3% | +121.9% | +827.4% | +441.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling