+837.0%
APO vs ADM
+127.5%
+709.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | +3.5% | +0.7% | +2.8% | +3.1% |
| 30D | +4.4% | -14.7% | +19.1% | +11.6% |
| 3M | -12.1% | -10.4% | -1.7% | -8.4% |
| 6M | -7.2% | -10.9% | +3.7% | -3.8% |
| YTD | -15.1% | +26.0% | -41.1% | -26.2% |
| 1Y | -7.7% | +26.5% | -34.1% | -20.1% |
| 3Y | +49.6% | +8.2% | +41.4% | +33.0% |
| 5Y | +78.3% | +24.0% | +54.3% | +37.2% |
| All | +837.0% | +127.5% | +709.4% | +336.6% |
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