+137.9%
APO vs ALB
-44.4%
+182.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.8% | +0.5% |
| 7D | -1.0% | -8.1% | +7.1% | +1.0% |
| 30D | +3.5% | +6.3% | -2.8% | +1.6% |
| 3M | +4.5% | -23.6% | +28.1% | +11.0% |
| 6M | +22.8% | -24.6% | +47.4% | +28.9% |
| YTD | -6.5% | -10.3% | +3.8% | -7.5% |
| 1Y | +0.8% | +61.5% | -60.6% | -17.3% |
| 3Y | +62.0% | -34.0% | +95.9% | +63.7% |
| All | +137.9% | -44.4% | +182.3% | +140.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling