+172.6%
APO vs COMP
-52.0%
+224.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.7% | -11.2% | -2.2% |
| 7D | +0.8% | +13.4% | -12.7% | -1.3% |
| 30D | +1.0% | +11.1% | -10.1% | -1.0% |
| 3M | -8.4% | -18.8% | +10.4% | -5.6% |
| 6M | -9.1% | +10.5% | -19.6% | -11.7% |
| YTD | -18.3% | -3.4% | -14.9% | -20.1% |
| 1Y | -8.0% | +19.7% | -27.7% | -13.3% |
| 3Y | +47.1% | +381.6% | -334.5% | +2.7% |
| 5Y | +67.2% | -17.6% | +84.8% | +43.3% |
| All | +172.6% | -52.0% | +224.6% | +157.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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