+47.1%
APO vs ADM
+6.1%
+41.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.4% |
| 7D | +0.8% | -9.0% | +9.8% | +1.7% |
| 30D | +1.0% | -14.0% | +15.0% | +2.5% |
| 3M | -8.4% | -9.2% | +0.8% | -7.7% |
| 6M | -9.1% | -9.2% | 0.0% | -8.7% |
| YTD | -18.3% | +24.2% | -42.6% | -21.9% |
| 1Y | -8.0% | +27.0% | -34.9% | -12.4% |
| 3Y | +47.1% | +6.6% | +40.4% | +38.7% |
| All | +47.1% | +6.1% | +41.0% | +38.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling