+786.0%
APO vs AR
-27.2%
+813.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | -1.0% | +2.5% | -3.5% | -1.5% |
| 30D | +3.5% | +14.8% | -11.3% | +0.9% |
| 3M | +4.5% | +6.2% | -1.7% | +3.1% |
| 6M | +22.8% | +4.3% | +18.5% | +21.0% |
| YTD | -6.5% | +14.4% | -20.9% | -9.8% |
| 1Y | +0.8% | +21.3% | -20.5% | -4.1% |
| 3Y | +62.0% | +39.8% | +22.2% | +48.4% |
| 5Y | +138.2% | +142.1% | -3.8% | +95.1% |
| 10Y | +940.3% | +52.0% | +888.2% | +646.9% |
| All | +786.0% | -27.2% | +813.2% | +604.6% |
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