+946.8%
APO vs AR
+45.1%
+901.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.2% |
| 7D | +0.1% | -1.8% | +1.9% | +0.4% |
| 30D | +3.9% | +12.6% | -8.7% | +1.7% |
| 3M | +3.8% | +10.0% | -6.3% | +1.7% |
| 6M | +22.3% | +0.6% | +21.6% | +21.3% |
| YTD | -7.8% | +13.4% | -21.2% | -10.9% |
| 1Y | -0.3% | +21.7% | -22.0% | -5.3% |
| 3Y | +57.1% | +45.8% | +11.3% | +42.9% |
| 5Y | +137.0% | +144.3% | -7.3% | +94.4% |
| 10Y | +946.8% | +41.8% | +905.0% | +654.1% |
| All | +946.8% | +45.1% | +901.7% | +654.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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