+67.0%
APO vs ALL
+143.1%
-76.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.5% | +4.0% | +1.2% |
| 7D | +0.8% | -1.9% | +2.7% | +1.6% |
| 30D | +1.0% | +13.8% | -12.7% | -3.6% |
| 3M | -8.4% | -7.0% | -1.4% | -6.0% |
| 6M | -9.1% | +18.0% | -27.1% | -15.9% |
| YTD | -18.3% | +24.2% | -42.5% | -26.5% |
| 1Y | -8.0% | +31.2% | -39.2% | -19.3% |
| 3Y | +47.1% | +107.5% | -60.5% | +4.5% |
| All | +67.0% | +143.1% | -76.1% | +10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling