+52.5%
APO vs ALNY
+23.4%
+29.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.4% | +0.8% |
| 7D | -3.5% | -6.5% | +3.0% | -2.9% |
| 30D | -6.6% | +11.0% | -17.6% | -7.5% |
| 3M | -3.3% | -14.1% | +10.8% | -2.7% |
| 6M | +22.6% | -22.4% | +45.0% | +24.5% |
| YTD | -9.8% | -37.5% | +27.7% | -6.4% |
| 1Y | -3.9% | -46.9% | +43.1% | +1.4% |
| 3Y | +52.5% | +22.1% | +30.4% | +41.6% |
| All | +52.5% | +23.4% | +29.1% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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