+228.3%
APO vs ACI
+18.9%
+209.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.3% |
| 7D | -1.0% | -5.0% | +4.1% | -0.4% |
| 30D | -0.4% | -2.3% | +1.9% | -0.1% |
| 3M | -0.9% | -23.2% | +22.3% | +1.8% |
| 6M | +22.1% | -29.5% | +51.6% | +26.6% |
| YTD | -8.4% | -28.6% | +20.2% | -5.4% |
| 1Y | -0.9% | -34.0% | +33.1% | +3.2% |
| 3Y | +56.1% | -45.0% | +101.1% | +65.7% |
| 5Y | +136.0% | -44.0% | +180.0% | +146.3% |
| All | +228.3% | +18.9% | +209.4% | +202.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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