+48.3%
APO vs ALK
+14.9%
+33.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.8% | +3.5% | +0.4% |
| 7D | +3.5% | +0.9% | +2.6% | +3.1% |
| 30D | +4.4% | +3.3% | +1.1% | +3.1% |
| 3M | -12.1% | -17.6% | +5.5% | -6.4% |
| 6M | -7.2% | +0.8% | -8.1% | -9.3% |
| YTD | -15.1% | -22.4% | +7.2% | -9.7% |
| 1Y | -7.7% | -10.1% | +2.4% | -7.4% |
| All | +48.3% | +14.9% | +33.4% | +37.5% |
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