+67.0%
APO vs ACWI
+54.8%
+12.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.8% | -2.4% | +3.1% | +4.6% |
| 30D | +1.0% | -5.2% | +6.2% | +9.5% |
| 3M | -8.4% | -4.8% | -3.6% | -1.3% |
| 6M | -9.1% | -1.3% | -7.8% | -7.6% |
| YTD | -18.3% | +8.4% | -26.7% | -28.4% |
| 1Y | -8.0% | +11.0% | -19.0% | -22.4% |
| 3Y | +47.1% | +70.6% | -23.5% | -34.5% |
| All | +67.0% | +54.8% | +12.1% | -12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling