+713.5%
APO vs AR
-30.5%
+744.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.3% | +0.8% | +4.4% |
| 7D | +8.1% | -5.8% | +13.9% | +9.1% |
| 30D | +3.4% | +4.8% | -1.4% | +2.4% |
| 3M | -6.6% | +1.5% | -8.1% | -7.3% |
| 6M | -7.1% | +4.7% | -11.8% | -8.5% |
| YTD | -14.1% | +9.2% | -23.3% | -16.8% |
| 1Y | -4.7% | +11.2% | -15.9% | -8.1% |
| 3Y | +51.3% | +46.2% | +5.1% | +37.5% |
| 5Y | +82.7% | +98.1% | -15.3% | +54.4% |
| 10Y | +845.7% | +54.5% | +791.2% | +576.1% |
| All | +713.5% | -30.5% | +744.0% | +549.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling