-9.2%
APO vs COMP
+29.1%
-38.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -8.2% | +3.7% | -3.3% |
| 7D | -1.1% | -1.8% | +0.7% | -0.8% |
| 30D | +1.1% | -0.8% | +1.9% | +1.3% |
| 3M | -9.2% | -28.1% | +18.9% | -6.2% |
| 6M | -9.2% | +27.0% | -36.2% | -9.3% |
| All | -9.2% | +29.1% | -38.4% | -9.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling