+949.3%
APO vs ADM
+171.4%
+777.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.1% | -1.7% |
| 7D | -1.0% | +1.4% | -2.4% | -1.6% |
| 30D | -0.4% | +8.2% | -8.6% | -3.9% |
| 3M | -0.9% | +8.7% | -9.6% | -5.0% |
| 6M | +22.1% | +29.1% | -6.9% | +7.3% |
| YTD | -8.4% | +53.7% | -62.0% | -26.1% |
| 1Y | -0.9% | +43.2% | -44.2% | -18.0% |
| 3Y | +56.1% | +21.4% | +34.7% | +35.0% |
| 5Y | +136.0% | +67.1% | +68.9% | +59.4% |
| 10Y | +949.3% | +176.6% | +772.7% | +374.3% |
| All | +949.3% | +171.4% | +777.9% | +374.3% |
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