+946.8%
APO vs COO
+43.7%
+903.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | 0.0% |
| 7D | +0.1% | -2.3% | +2.4% | +1.2% |
| 30D | +3.9% | -8.8% | +12.7% | +8.7% |
| 3M | +3.8% | +1.3% | +2.4% | +2.4% |
| 6M | +22.3% | -11.6% | +33.9% | +28.7% |
| YTD | -7.8% | -17.4% | +9.6% | +0.5% |
| 1Y | -0.3% | -1.6% | +1.3% | -1.3% |
| 3Y | +57.1% | -22.6% | +79.8% | +67.5% |
| 5Y | +137.0% | -40.3% | +177.3% | +187.9% |
| 10Y | +946.8% | +45.2% | +901.6% | +814.2% |
| All | +946.8% | +43.7% | +903.1% | +814.2% |
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