+1,766.1%
APO vs ALNY
+2,590.3%
-824.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | -1.0% | -3.5% | +2.5% | -0.5% |
| 30D | -0.4% | +18.9% | -19.3% | -2.7% |
| 3M | -0.9% | -13.3% | +12.5% | 0.0% |
| 6M | +22.1% | -20.3% | +42.4% | +24.4% |
| YTD | -8.4% | -35.1% | +26.7% | -4.3% |
| 1Y | -0.9% | -46.5% | +45.5% | +6.0% |
| 3Y | +56.1% | +28.1% | +28.1% | +44.5% |
| 5Y | +136.0% | +36.1% | +99.9% | +110.7% |
| 10Y | +949.3% | +269.7% | +679.6% | +665.7% |
| All | +1,766.1% | +2,590.3% | -824.2% | +711.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling