+51.3%
APO vs ALLE
+92.8%
-41.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +1.0% | +0.7% |
| 7D | +8.1% | +0.1% | +8.0% | +8.2% |
| 30D | +3.4% | +25.9% | -22.5% | -5.5% |
| 3M | -6.6% | +14.9% | -21.5% | -11.5% |
| 6M | -7.1% | +42.1% | -49.2% | -19.7% |
| YTD | -14.1% | +20.4% | -34.5% | -20.8% |
| 1Y | -4.7% | +14.9% | -19.6% | -9.9% |
| 3Y | +51.3% | +90.1% | -38.8% | +13.5% |
| All | +51.3% | +92.8% | -41.5% | +13.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling