+78.7%
APO vs AR
+99.4%
-20.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | +5.8% | +7.4% | -1.6% | +4.0% |
| 30D | +8.9% | +5.8% | +3.1% | +7.1% |
| 3M | -13.6% | +5.2% | -18.9% | -15.2% |
| 6M | -5.4% | +5.4% | -10.8% | -7.6% |
| YTD | -13.6% | +12.4% | -26.1% | -18.2% |
| 1Y | -2.5% | +12.8% | -15.3% | -8.0% |
| 3Y | +50.9% | +47.2% | +3.7% | +31.0% |
| All | +78.7% | +99.4% | -20.6% | +49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling