+895.2%
APO vs ALB
+38.2%
+857.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.1% | +4.8% | +4.7% |
| 7D | +2.3% | +9.5% | -7.2% | -0.4% |
| 30D | +3.0% | -2.1% | +5.1% | +3.4% |
| 3M | -3.7% | -24.1% | +20.4% | +3.8% |
| 6M | -7.5% | -51.0% | +43.5% | +13.0% |
| YTD | -14.5% | -29.3% | +14.8% | -9.6% |
| 1Y | -6.2% | +3.2% | -9.3% | -13.0% |
| 3Y | +51.9% | -9.3% | +61.2% | +29.3% |
| 5Y | +76.5% | -61.6% | +138.1% | +99.4% |
| 10Y | +895.2% | +40.8% | +854.4% | +456.9% |
| All | +895.2% | +38.2% | +857.0% | +456.9% |
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