+1,641.0%
APO vs ALL
+1,024.1%
+616.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.1% | +4.9% |
| 7D | +2.3% | -3.9% | +6.2% | +4.7% |
| 30D | +3.0% | +10.6% | -7.6% | -2.8% |
| 3M | -3.7% | -4.6% | +0.8% | -1.5% |
| 6M | -7.5% | +20.2% | -27.7% | -18.5% |
| YTD | -14.5% | +23.7% | -38.2% | -26.7% |
| 1Y | -6.2% | +27.9% | -34.0% | -21.3% |
| 3Y | +51.9% | +109.2% | -57.2% | -8.7% |
| 5Y | +76.5% | +148.0% | -71.5% | -9.0% |
| 10Y | +895.2% | +363.8% | +531.5% | +236.3% |
| All | +1,641.0% | +1,024.1% | +616.9% | +236.5% |
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