+949.3%
APO vs ALB
+80.1%
+869.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | +0.2% |
| 7D | -1.0% | -8.6% | +7.6% | +1.6% |
| 30D | -0.4% | -4.0% | +3.7% | +0.5% |
| 3M | -0.9% | -17.4% | +16.5% | +4.1% |
| 6M | +22.1% | -25.4% | +47.5% | +30.0% |
| YTD | -8.4% | -10.5% | +2.2% | -9.4% |
| 1Y | -0.9% | +75.8% | -76.8% | -23.3% |
| 3Y | +56.1% | -28.5% | +84.7% | +49.1% |
| 5Y | +136.0% | -45.1% | +181.1% | +136.7% |
| 10Y | +949.3% | +87.3% | +862.0% | +448.8% |
| All | +949.3% | +80.1% | +869.2% | +448.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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