-6.1%
APO vs ATI
+86.5%
-92.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.6% |
| 7D | +8.1% | +1.3% | +6.8% | +7.9% |
| 30D | +3.4% | -4.8% | +8.2% | +3.7% |
| 3M | -6.6% | -19.9% | +13.3% | -4.5% |
| 6M | -7.1% | +15.4% | -22.4% | -9.3% |
| YTD | -14.1% | +59.2% | -73.4% | -22.1% |
| All | -6.1% | +86.5% | -92.6% | -20.7% |
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