+50.9%
APO vs ABCL
+185.8%
-135.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.9% | +1.9% |
| 7D | +5.8% | -3.3% | +9.0% | +6.1% |
| 30D | +8.9% | -7.1% | +16.0% | +9.3% |
| 3M | -13.6% | +4.7% | -18.4% | -14.8% |
| 6M | -5.4% | +140.9% | -146.3% | -16.4% |
| YTD | -13.6% | +236.0% | -249.6% | -27.7% |
| 1Y | -2.5% | +217.4% | -219.9% | -17.8% |
| 3Y | +50.9% | +188.7% | -137.8% | +15.2% |
| All | +50.9% | +185.8% | -135.0% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ABCL.
Daily Out/Under-Performance
Portfolio return minus ABCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABCL 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 3y: compounded portfolio wealth divided by compounded ABCL 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…
3y analysis · Full analysis span regression · 6 months rolling