+132.1%
APO vs AU
+673.1%
-541.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.3% | +1.9% | -2.1% |
| 7D | -4.9% | -7.0% | +2.1% | -4.5% |
| 30D | -8.4% | +7.3% | -15.7% | -8.9% |
| 3M | -2.1% | +33.2% | -35.3% | -3.8% |
| 6M | +19.2% | -0.6% | +19.9% | +18.7% |
| YTD | -10.5% | +26.2% | -36.7% | -12.8% |
| 1Y | -2.7% | +68.3% | -71.0% | -7.3% |
| 3Y | +52.5% | +592.1% | -539.6% | +26.6% |
| 5Y | +132.1% | +685.3% | -553.2% | +88.7% |
| All | +132.1% | +673.1% | -541.0% | +88.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling