+1,563.3%
APO vs COO
+261.9%
+1,301.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.3% |
| 7D | +0.8% | +4.7% | -3.9% | -1.1% |
| 30D | +1.0% | +13.9% | -12.9% | -4.4% |
| 3M | -8.4% | -14.9% | +6.6% | -2.5% |
| 6M | -9.1% | +2.0% | -11.1% | -11.5% |
| YTD | -18.3% | -23.9% | +5.6% | -9.4% |
| 1Y | -8.0% | -9.6% | +1.6% | -5.6% |
| 3Y | +47.1% | -25.4% | +72.5% | +57.7% |
| 5Y | +67.2% | -41.2% | +108.4% | +97.6% |
| 10Y | +871.8% | +42.1% | +829.8% | +714.5% |
| All | +1,563.3% | +261.9% | +1,301.5% | +935.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling