+1,651.7%
APO vs ACWI
+344.6%
+1,307.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -1.3% |
| 7D | +0.2% | -0.7% | +0.8% | +1.1% |
| 30D | +3.1% | -2.0% | +5.1% | +5.9% |
| 3M | -12.0% | -2.2% | -9.8% | -9.3% |
| 6M | -5.0% | +1.9% | -6.8% | -7.3% |
| YTD | -14.0% | +12.0% | -26.0% | -26.0% |
| 1Y | -5.9% | +12.5% | -18.5% | -19.6% |
| 3Y | +51.6% | +75.4% | -23.8% | -24.5% |
| 5Y | +80.8% | +61.5% | +19.3% | +2.7% |
| 10Y | +839.9% | +227.1% | +612.8% | +155.6% |
| All | +1,651.7% | +344.6% | +1,307.1% | +269.3% |
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