+895.2%
APO vs ACGL
+332.3%
+562.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.8% | +3.9% | +4.2% |
| 7D | +2.3% | -1.1% | +3.4% | +3.0% |
| 30D | +3.0% | +13.1% | -10.1% | -4.1% |
| 3M | -3.7% | +9.8% | -13.5% | -8.9% |
| 6M | -7.5% | +15.3% | -22.7% | -15.6% |
| YTD | -14.5% | +12.7% | -27.2% | -21.7% |
| 1Y | -6.2% | +20.7% | -26.9% | -17.6% |
| 3Y | +51.9% | +34.3% | +17.6% | +21.3% |
| 5Y | +76.5% | +170.6% | -94.1% | -12.7% |
| 10Y | +895.2% | +330.6% | +564.7% | +231.6% |
| All | +895.2% | +332.3% | +562.9% | +231.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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