+0.8%
APO vs AU
+100.5%
-99.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.6% |
| 7D | -1.0% | -3.6% | +2.6% | -1.0% |
| 30D | +3.5% | +23.9% | -20.4% | +3.1% |
| 3M | +4.5% | +19.1% | -14.5% | +4.0% |
| 6M | +22.8% | -0.2% | +22.9% | +21.9% |
| YTD | -6.5% | +32.5% | -39.0% | -8.5% |
| 1Y | +0.8% | +96.9% | -96.1% | -8.0% |
| All | +0.8% | +100.5% | -99.6% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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