+50.9%
APO vs APD
+29.7%
+21.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +5.8% | +3.8% | +1.9% | +4.6% |
| 30D | +8.9% | +8.2% | +0.7% | +6.6% |
| 3M | -13.6% | +4.3% | -17.9% | -14.6% |
| 6M | -5.4% | +4.7% | -10.1% | -6.8% |
| YTD | -13.6% | +31.5% | -45.2% | -21.1% |
| 1Y | -2.5% | +23.5% | -26.0% | -9.2% |
| 3Y | +50.9% | +29.1% | +21.7% | +45.1% |
| All | +50.9% | +29.7% | +21.1% | +45.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling