+895.2%
APO vs APD
+192.6%
+702.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.0% | +2.6% | +3.5% |
| 7D | +2.3% | -1.6% | +3.9% | +3.4% |
| 30D | +3.0% | +10.6% | -7.6% | -2.5% |
| 3M | -3.7% | +2.5% | -6.2% | -5.0% |
| 6M | -7.5% | +6.0% | -13.4% | -11.0% |
| YTD | -14.5% | +28.4% | -43.0% | -27.2% |
| 1Y | -6.2% | +22.2% | -28.3% | -18.1% |
| 3Y | +51.9% | +26.6% | +25.3% | +24.7% |
| 5Y | +76.5% | +11.8% | +64.7% | +52.5% |
| 10Y | +895.2% | +187.8% | +707.5% | +340.2% |
| All | +895.2% | +192.6% | +702.7% | +340.2% |
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