+837.0%
APO vs APD
+191.6%
+645.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.5% |
| 7D | +3.5% | +2.2% | +1.3% | +2.3% |
| 30D | +4.4% | +9.4% | -5.1% | -0.6% |
| 3M | -12.1% | +4.7% | -16.8% | -14.3% |
| 6M | -7.2% | +5.5% | -12.7% | -10.4% |
| YTD | -15.1% | +31.4% | -46.5% | -28.6% |
| 1Y | -7.7% | +24.1% | -31.8% | -20.1% |
| 3Y | +49.6% | +28.8% | +20.8% | +21.7% |
| 5Y | +78.3% | +15.8% | +62.5% | +50.8% |
| All | +837.0% | +191.6% | +645.4% | +326.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling