+1,804.4%
APO vs ALB
+166.0%
+1,638.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.8% | +0.8% |
| 7D | -1.0% | -8.1% | +7.1% | +1.5% |
| 30D | +3.5% | +6.3% | -2.8% | +1.0% |
| 3M | +4.5% | -23.6% | +28.1% | +12.7% |
| 6M | +22.8% | -24.6% | +47.4% | +30.6% |
| YTD | -6.5% | -10.3% | +3.8% | -7.5% |
| 1Y | +0.8% | +61.5% | -60.6% | -20.4% |
| 3Y | +62.0% | -34.0% | +95.9% | +58.6% |
| 5Y | +138.2% | -44.6% | +182.8% | +137.0% |
| 10Y | +940.3% | +76.1% | +864.2% | +469.5% |
| All | +1,804.4% | +166.0% | +1,638.4% | +752.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling