+137.9%
APO vs AR
+143.7%
-5.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | -1.0% | +2.5% | -3.5% | -1.6% |
| 30D | +3.5% | +14.8% | -11.3% | 0.0% |
| 3M | +4.5% | +6.2% | -1.7% | +2.6% |
| 6M | +22.8% | +4.3% | +18.5% | +20.3% |
| YTD | -6.5% | +14.4% | -20.9% | -11.2% |
| 1Y | +0.8% | +21.3% | -20.5% | -6.5% |
| 3Y | +62.0% | +39.8% | +22.2% | +42.7% |
| All | +137.9% | +143.7% | -5.8% | +84.8% |
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