-4.4%
APO vs ALL
+42.7%
-47.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.9% | +5.2% | +8.0% |
| 7D | +8.2% | +7.5% | +0.7% | +8.1% |
| 30D | +6.4% | +19.7% | -13.3% | +6.9% |
| 3M | -7.4% | +2.9% | -10.4% | -7.8% |
| 6M | -4.2% | +23.5% | -27.7% | -4.1% |
| YTD | -14.1% | +31.1% | -45.3% | -14.4% |
| 1Y | -4.4% | +40.5% | -44.8% | -7.6% |
| All | -4.4% | +42.7% | -47.1% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 1y: compounded portfolio wealth divided by compounded ALL 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…
1y analysis · Full analysis span regression · 6 months rolling