+209.4%
APO vs ACI
+32.8%
+176.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.8% |
| 7D | +5.8% | +2.3% | +3.5% | +5.5% |
| 30D | +8.9% | +1.2% | +7.6% | +8.8% |
| 3M | -13.6% | +6.8% | -20.4% | -14.4% |
| 6M | -5.4% | -18.7% | +13.3% | -3.6% |
| YTD | -13.6% | -20.2% | +6.6% | -12.1% |
| 1Y | -2.5% | -23.7% | +21.2% | -0.1% |
| 3Y | +50.9% | -31.6% | +82.5% | +55.5% |
| 5Y | +81.4% | -42.8% | +124.2% | +88.6% |
| All | +209.4% | +32.8% | +176.6% | +181.1% |
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