+845.7%
APO vs AVAV
+358.8%
+486.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.2% | +0.9% |
| 7D | +8.1% | 0.0% | +8.1% | +7.7% |
| 30D | +3.4% | -9.9% | +13.4% | +4.9% |
| 3M | -6.6% | -34.7% | +28.1% | +0.2% |
| 6M | -7.1% | -26.6% | +19.5% | -4.2% |
| YTD | -14.1% | -48.9% | +34.8% | -7.6% |
| 1Y | -4.7% | -63.0% | +58.3% | +8.9% |
| 3Y | +51.3% | +1.6% | +49.7% | +31.4% |
| 5Y | +82.7% | +34.5% | +48.2% | +41.8% |
| 10Y | +845.7% | +359.3% | +486.4% | +488.1% |
| All | +845.7% | +358.8% | +486.9% | +488.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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