-4.7%
APO vs AS
+6.1%
-10.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.3% | +0.9% |
| 7D | +8.1% | +4.5% | +3.6% | +7.1% |
| 30D | +3.4% | +13.2% | -9.8% | +0.7% |
| 3M | -6.6% | -11.9% | +5.3% | -4.5% |
| 6M | -7.1% | -11.6% | +4.5% | -5.4% |
| YTD | -14.1% | -14.7% | +0.6% | -11.4% |
| 1Y | -4.7% | +5.7% | -10.4% | -3.6% |
| All | -4.7% | +6.1% | -10.8% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling