+137.9%
APO vs ACI
-42.9%
+180.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | -1.0% | +0.2% | -1.2% | -1.0% |
| 30D | +3.5% | +5.9% | -2.4% | +2.8% |
| 3M | +4.5% | -19.8% | +24.3% | +6.9% |
| 6M | +22.8% | -24.7% | +47.5% | +26.4% |
| YTD | -6.5% | -24.4% | +17.9% | -4.0% |
| 1Y | +0.8% | -31.5% | +32.3% | +4.9% |
| 3Y | +62.0% | -38.7% | +100.6% | +70.1% |
| All | +137.9% | -42.9% | +180.8% | +151.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling