+853.3%
APO vs APTV
-27.4%
+880.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | +5.8% | -1.7% | +7.5% | +6.6% |
| 30D | +8.9% | -11.6% | +20.5% | +14.7% |
| 3M | -13.6% | -21.2% | +7.5% | -4.9% |
| 6M | -5.4% | -28.5% | +23.1% | +5.6% |
| YTD | -13.6% | -49.1% | +35.4% | +10.6% |
| 1Y | -2.5% | -52.2% | +49.7% | +28.1% |
| 3Y | +50.9% | -48.6% | +99.5% | +82.4% |
| 5Y | +81.4% | -77.3% | +158.7% | +206.1% |
| All | +853.3% | -27.4% | +880.7% | +866.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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