+946.8%
APO vs ALL
+355.7%
+591.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -0.1% |
| 7D | +0.1% | -1.7% | +1.8% | +1.1% |
| 30D | +3.9% | -4.7% | +8.5% | +6.6% |
| 3M | +3.8% | +18.4% | -14.6% | -7.3% |
| 6M | +22.3% | +20.5% | +1.8% | +7.7% |
| YTD | -7.8% | +23.5% | -31.3% | -20.7% |
| 1Y | -0.3% | +29.0% | -29.3% | -16.8% |
| 3Y | +57.1% | +153.7% | -96.6% | -17.8% |
| 5Y | +137.0% | +114.8% | +22.2% | +33.5% |
| 10Y | +946.8% | +356.1% | +590.7% | +249.9% |
| All | +946.8% | +355.7% | +591.2% | +249.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling