+1,804.4%
APO vs APA
-54.2%
+1,858.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | +0.2% |
| 7D | -1.0% | +0.5% | -1.6% | -1.2% |
| 30D | +3.5% | +23.4% | -19.9% | -2.4% |
| 3M | +4.5% | +12.7% | -8.2% | +0.3% |
| 6M | +22.8% | +39.4% | -16.6% | +9.8% |
| YTD | -6.5% | +79.0% | -85.5% | -22.4% |
| 1Y | +0.8% | +88.8% | -88.0% | -18.5% |
| 3Y | +62.0% | +6.4% | +55.6% | +47.5% |
| 5Y | +138.2% | +153.0% | -14.7% | +65.4% |
| 10Y | +940.3% | +7.5% | +932.7% | +576.5% |
| All | +1,804.4% | -54.2% | +1,858.6% | +1,580.4% |
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