+50.9%
APO vs COMP
+423.6%
-372.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | +0.1% | +1.5% |
| 7D | +5.8% | 0.0% | +5.8% | +5.7% |
| 30D | +8.9% | +16.6% | -7.7% | +6.4% |
| 3M | -13.6% | -23.5% | +9.9% | -10.9% |
| 6M | -5.4% | +25.7% | -31.1% | -9.0% |
| YTD | -13.6% | -3.4% | -10.2% | -14.9% |
| 1Y | -2.5% | +7.6% | -10.1% | -5.5% |
| 3Y | +50.9% | +423.6% | -372.7% | +30.1% |
| All | +50.9% | +423.6% | -372.7% | +30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling