+895.2%
APO vs COO
+40.7%
+854.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.5% | +2.2% | +3.5% |
| 7D | +2.3% | +4.3% | -2.0% | +0.4% |
| 30D | +3.0% | +17.6% | -14.6% | -4.6% |
| 3M | -3.7% | -13.9% | +10.2% | +2.7% |
| 6M | -7.5% | +6.6% | -14.0% | -12.1% |
| YTD | -14.5% | -22.0% | +7.5% | -5.0% |
| 1Y | -6.2% | -8.8% | +2.6% | -3.9% |
| 3Y | +51.9% | -21.5% | +73.4% | +58.6% |
| 5Y | +76.5% | -41.0% | +117.5% | +113.1% |
| 10Y | +895.2% | +40.9% | +854.3% | +805.0% |
| All | +895.2% | +40.7% | +854.5% | +805.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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