+949.3%
APO vs ATI
+1,068.2%
-118.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.5% |
| 7D | -1.0% | +2.4% | -3.4% | -1.8% |
| 30D | -0.4% | -9.5% | +9.1% | +2.7% |
| 3M | -0.9% | +10.4% | -11.3% | -4.7% |
| 6M | +22.1% | +31.8% | -9.7% | +9.9% |
| YTD | -8.4% | +80.0% | -88.4% | -26.0% |
| 1Y | -0.9% | +175.8% | -176.8% | -31.1% |
| 3Y | +56.1% | +364.2% | -308.1% | -12.2% |
| 5Y | +136.0% | +1,076.9% | -940.9% | -4.8% |
| 10Y | +949.3% | +1,178.1% | -228.8% | +242.6% |
| All | +949.3% | +1,068.2% | -118.9% | +242.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 10y: compounded portfolio wealth divided by compounded ATI 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…
10y analysis · Full analysis span regression · 6 months rolling