+57.7%
APO vs ALK
+2.1%
+55.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.2% | -1.1% |
| 7D | -1.0% | -0.7% | -0.4% | -0.8% |
| 30D | +3.5% | -19.2% | +22.7% | +11.0% |
| 3M | +4.5% | -1.5% | +6.1% | +4.0% |
| 6M | +22.8% | -13.1% | +35.8% | +26.0% |
| YTD | -6.5% | -16.4% | +9.9% | -2.7% |
| 1Y | +0.8% | -33.1% | +33.9% | +13.2% |
| All | +57.7% | +2.1% | +55.6% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 3y: compounded portfolio wealth divided by compounded ALK 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…
3y analysis · Full analysis span regression · 6 months rolling