-4.4%
APO vs ADVB
-76.7%
+72.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -4.5% | +12.7% | +8.0% |
| 7D | +8.2% | -29.5% | +37.7% | +7.7% |
| 30D | +6.4% | -66.9% | +73.3% | +5.1% |
| 3M | -7.4% | -73.7% | +66.3% | -8.8% |
| 6M | -4.2% | -64.8% | +60.6% | -4.2% |
| YTD | -14.1% | -64.0% | +49.9% | -12.5% |
| 1Y | -4.4% | -77.0% | +72.6% | -1.3% |
| All | -4.4% | -76.7% | +72.3% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling