+51.9%
APO vs APA
+34.8%
+17.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.2% | +4.8% | +4.7% |
| 7D | +2.3% | -8.7% | +11.0% | +3.9% |
| 30D | +3.0% | -2.4% | +5.4% | +2.9% |
| 3M | -3.7% | +19.0% | -22.7% | -7.9% |
| 6M | -7.5% | +26.8% | -34.3% | -13.5% |
| YTD | -14.5% | +87.3% | -101.9% | -30.2% |
| 1Y | -6.2% | +92.3% | -98.5% | -24.2% |
| 3Y | +51.9% | +37.3% | +14.7% | +17.6% |
| All | +51.9% | +34.8% | +17.1% | +17.6% |
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