-2.5%
APO vs ATI
+81.3%
-83.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.7% | +5.5% | +2.2% |
| 7D | +5.8% | +4.2% | +1.6% | +5.1% |
| 30D | +8.9% | -2.5% | +11.4% | +8.7% |
| 3M | -13.6% | -19.4% | +5.8% | -11.8% |
| 6M | -5.4% | +11.1% | -16.5% | -7.3% |
| YTD | -13.6% | +59.5% | -73.2% | -21.0% |
| 1Y | -2.5% | +85.8% | -88.2% | -15.5% |
| All | -2.5% | +81.3% | -83.8% | -15.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling