+1,563.3%
APO vs ALB
+109.8%
+1,453.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.7% |
| 7D | +0.8% | +9.1% | -8.3% | -1.9% |
| 30D | +1.0% | -3.4% | +4.4% | +1.9% |
| 3M | -8.4% | -20.6% | +12.2% | -2.3% |
| 6M | -9.1% | -48.2% | +39.1% | +9.9% |
| YTD | -18.3% | -29.2% | +10.9% | -13.4% |
| 1Y | -8.0% | +10.0% | -18.0% | -16.6% |
| 3Y | +47.1% | -12.9% | +60.0% | +27.3% |
| 5Y | +67.2% | -61.3% | +128.5% | +87.5% |
| 10Y | +871.8% | +35.8% | +836.0% | +476.6% |
| All | +1,563.3% | +109.8% | +1,453.6% | +698.7% |
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