+78.7%
APO vs ALK
-31.3%
+110.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.4% |
| 7D | +5.8% | -1.2% | +6.9% | +6.2% |
| 30D | +8.9% | +7.7% | +1.2% | +5.5% |
| 3M | -13.6% | -19.0% | +5.3% | -6.3% |
| 6M | -5.4% | -0.2% | -5.2% | -7.7% |
| YTD | -13.6% | -23.5% | +9.9% | -7.0% |
| 1Y | -2.5% | -9.1% | +6.6% | -3.4% |
| 3Y | +50.9% | +12.0% | +38.8% | +22.9% |
| All | +78.7% | -31.3% | +110.1% | +82.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling