+1,804.4%
APO vs ACWI
+357.2%
+1,447.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.0% | +0.5% | -1.5% | -1.6% |
| 30D | +3.5% | +0.9% | +2.6% | +2.3% |
| 3M | +4.5% | +2.4% | +2.1% | +1.2% |
| 6M | +22.8% | +12.4% | +10.4% | +4.9% |
| YTD | -6.5% | +15.2% | -21.7% | -22.5% |
| 1Y | +0.8% | +22.7% | -21.9% | -23.1% |
| 3Y | +62.0% | +75.8% | -13.8% | -19.7% |
| 5Y | +138.2% | +67.7% | +70.5% | +29.3% |
| 10Y | +940.3% | +229.0% | +711.3% | +178.2% |
| All | +1,804.4% | +357.2% | +1,447.2% | +286.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling