+129.2%
APO vs ALNY
+30.5%
+98.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.4% | +0.8% |
| 7D | -3.5% | -6.5% | +3.0% | -2.6% |
| 30D | -6.6% | +11.0% | -17.6% | -8.0% |
| 3M | -3.3% | -14.1% | +10.8% | -2.3% |
| 6M | +22.6% | -22.4% | +45.0% | +25.5% |
| YTD | -9.8% | -37.5% | +27.7% | -4.8% |
| 1Y | -3.9% | -46.9% | +43.1% | +3.7% |
| 3Y | +52.5% | +22.1% | +30.4% | +40.2% |
| All | +129.2% | +30.5% | +98.7% | +98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling