+1,563.3%
APO vs ALK
+175.5%
+1,387.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.1% | -0.7% |
| 7D | +0.8% | +9.0% | -8.3% | -2.2% |
| 30D | +1.0% | -1.6% | +2.7% | +1.5% |
| 3M | -8.4% | -23.2% | +14.8% | +0.3% |
| 6M | -9.1% | -3.9% | -5.2% | -9.4% |
| YTD | -18.3% | -22.6% | +4.2% | -13.3% |
| 1Y | -8.0% | -5.3% | -2.7% | -9.6% |
| 3Y | +47.1% | +18.6% | +28.5% | +27.4% |
| 5Y | +67.2% | -34.4% | +101.6% | +76.8% |
| 10Y | +871.8% | -40.8% | +912.6% | +816.2% |
| All | +1,563.3% | +175.5% | +1,387.9% | +700.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling