+845.7%
APO vs ADM
+100.5%
+745.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.8% |
| 7D | +8.1% | -1.8% | +9.9% | +9.0% |
| 30D | +3.4% | -13.3% | +16.7% | +9.7% |
| 3M | -6.6% | -13.4% | +6.7% | -1.4% |
| 6M | -7.1% | -9.6% | +2.5% | -4.4% |
| YTD | -14.1% | +23.0% | -37.2% | -24.4% |
| 1Y | -4.7% | +27.4% | -32.1% | -17.8% |
| 3Y | +51.3% | +5.7% | +45.6% | +36.2% |
| 5Y | +82.7% | +22.1% | +60.7% | +42.2% |
| 10Y | +845.7% | +106.0% | +739.7% | +371.2% |
| All | +845.7% | +100.5% | +745.2% | +371.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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