+839.9%
APO vs APD
+187.5%
+652.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.8% | -0.4% |
| 7D | +0.2% | -1.2% | +1.3% | +0.9% |
| 30D | +3.1% | +11.0% | -7.9% | -2.6% |
| 3M | -12.0% | +2.6% | -14.5% | -13.2% |
| 6M | -5.0% | +4.8% | -9.8% | -7.9% |
| YTD | -14.0% | +31.0% | -45.0% | -27.6% |
| 1Y | -5.9% | +23.4% | -29.3% | -18.4% |
| 3Y | +51.6% | +28.4% | +23.2% | +23.5% |
| 5Y | +80.8% | +15.2% | +65.6% | +53.4% |
| 10Y | +839.9% | +190.7% | +649.3% | +328.0% |
| All | +839.9% | +187.5% | +652.4% | +328.0% |
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