+946.8%
APO vs ALLE
+148.2%
+798.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.0% |
| 7D | +0.1% | +2.8% | -2.7% | -1.7% |
| 30D | +3.9% | -7.6% | +11.5% | +9.2% |
| 3M | +3.8% | +22.8% | -19.0% | -10.1% |
| 6M | +22.3% | +4.6% | +17.7% | +16.7% |
| YTD | -7.8% | -1.2% | -6.6% | -9.4% |
| 1Y | -0.3% | -9.1% | +8.8% | +3.4% |
| 3Y | +57.1% | +50.0% | +7.1% | +12.2% |
| 5Y | +137.0% | +15.2% | +121.7% | +100.2% |
| 10Y | +946.8% | +151.1% | +795.8% | +453.5% |
| All | +946.8% | +148.2% | +798.6% | +453.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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