+51.3%
APO vs ACWI
+74.9%
-23.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +1.1% |
| 7D | +8.1% | -0.2% | +8.3% | +8.5% |
| 30D | +3.4% | -3.3% | +6.7% | +8.7% |
| 3M | -6.6% | -3.4% | -3.2% | -1.6% |
| 6M | -7.1% | +0.8% | -7.9% | -8.5% |
| YTD | -14.1% | +10.7% | -24.8% | -27.2% |
| 1Y | -4.7% | +11.6% | -16.3% | -20.3% |
| 3Y | +51.3% | +73.4% | -22.1% | -29.5% |
| All | +51.3% | +74.9% | -23.6% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling