+1,804.4%
APO vs ALL
+1,049.7%
+754.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | +0.2% |
| 7D | -1.0% | 0.0% | -1.0% | -1.0% |
| 30D | +3.5% | -1.5% | +5.0% | +4.1% |
| 3M | +4.5% | +23.6% | -19.1% | -9.1% |
| 6M | +22.8% | +22.3% | +0.4% | +7.2% |
| YTD | -6.5% | +26.5% | -33.0% | -20.7% |
| 1Y | +0.8% | +27.0% | -26.2% | -14.9% |
| 3Y | +62.0% | +149.6% | -87.6% | -13.1% |
| 5Y | +138.2% | +118.1% | +20.2% | +34.8% |
| 10Y | +940.3% | +369.0% | +571.3% | +249.9% |
| All | +1,804.4% | +1,049.7% | +754.7% | +264.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling