+60.7%
APO vs APA
+8.0%
+52.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | 0.0% |
| 7D | -1.0% | +0.5% | -1.6% | -1.2% |
| 30D | +3.5% | +23.4% | -19.9% | -1.0% |
| 3M | +4.5% | +12.7% | -8.2% | +1.5% |
| 6M | +22.8% | +39.4% | -16.6% | +11.1% |
| YTD | -6.5% | +79.0% | -85.5% | -21.6% |
| 1Y | +0.8% | +88.8% | -88.0% | -17.8% |
| All | +60.7% | +8.0% | +52.7% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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