+839.9%
APO vs ALLY
+182.4%
+657.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.6% |
| 7D | +0.2% | -2.8% | +2.9% | +1.6% |
| 30D | +3.1% | +1.9% | +1.2% | +2.3% |
| 3M | -12.0% | -12.1% | +0.1% | -5.9% |
| 6M | -5.0% | -9.0% | +4.0% | -0.4% |
| YTD | -14.0% | -12.9% | -1.1% | -7.9% |
| 1Y | -5.9% | -0.1% | -5.9% | -6.1% |
| 3Y | +51.6% | +64.6% | -13.0% | +15.4% |
| 5Y | +80.8% | -10.1% | +90.9% | +78.4% |
| 10Y | +839.9% | +176.7% | +663.3% | +377.7% |
| All | +839.9% | +182.4% | +657.6% | +377.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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