+853.3%
APO vs ACM
+132.6%
+720.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.2% | +1.4% |
| 7D | +5.8% | +5.6% | +0.1% | +2.4% |
| 30D | +8.9% | +20.8% | -11.9% | -2.4% |
| 3M | -13.6% | +11.4% | -25.1% | -19.3% |
| 6M | -5.4% | +0.9% | -6.3% | -7.8% |
| YTD | -13.6% | -24.8% | +11.2% | -1.2% |
| 1Y | -2.5% | -46.4% | +44.0% | +37.0% |
| 3Y | +50.9% | -9.2% | +60.1% | +50.3% |
| 5Y | +81.4% | +5.0% | +76.4% | +65.4% |
| All | +853.3% | +132.6% | +720.7% | +437.0% |
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