+838.3%
APO vs ATI
+988.9%
-150.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.8% |
| 7D | +8.1% | +1.3% | +6.8% | +7.6% |
| 30D | +3.4% | -4.8% | +8.2% | +4.5% |
| 3M | -6.6% | -19.9% | +13.3% | -0.6% |
| 6M | -7.1% | +15.4% | -22.4% | -12.9% |
| YTD | -14.1% | +59.2% | -73.4% | -28.7% |
| 1Y | -4.7% | +86.3% | -91.0% | -25.0% |
| 3Y | +51.3% | +318.2% | -266.9% | -13.5% |
| 5Y | +82.7% | +958.6% | -875.9% | -25.7% |
| All | +838.3% | +988.9% | -150.6% | +211.0% |
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