+1,641.0%
APO vs APA
-52.1%
+1,693.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.2% | +4.8% | +4.7% |
| 7D | +2.3% | -8.7% | +11.0% | +4.5% |
| 30D | +3.0% | -2.4% | +5.4% | +3.1% |
| 3M | -3.7% | +19.0% | -22.7% | -8.9% |
| 6M | -7.5% | +26.8% | -34.3% | -14.8% |
| YTD | -14.5% | +87.3% | -101.9% | -30.4% |
| 1Y | -6.2% | +92.3% | -98.5% | -24.4% |
| 3Y | +51.9% | +37.3% | +14.7% | +28.7% |
| 5Y | +76.5% | +73.2% | +3.3% | +34.9% |
| 10Y | +895.2% | -0.9% | +896.1% | +566.1% |
| All | +1,641.0% | -52.1% | +1,693.1% | +1,407.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling