+946.8%
APO vs ACM
+128.0%
+818.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.9% |
| 7D | +0.1% | -0.3% | +0.4% | +0.3% |
| 30D | +3.9% | -12.9% | +16.8% | +10.9% |
| 3M | +3.8% | -6.4% | +10.1% | +5.9% |
| 6M | +22.3% | -29.2% | +51.5% | +45.5% |
| YTD | -7.8% | -29.9% | +22.1% | +9.2% |
| 1Y | -0.3% | -47.3% | +46.9% | +38.5% |
| 3Y | +57.1% | -19.6% | +76.7% | +68.2% |
| 5Y | +137.0% | +5.5% | +131.4% | +118.0% |
| 10Y | +946.8% | +129.7% | +817.1% | +544.3% |
| All | +946.8% | +128.0% | +818.9% | +544.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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