+957.6%
APO vs D
+34.8%
+922.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -1.0% | +1.5% | -2.5% | -1.6% |
| 30D | +3.5% | -2.6% | +6.0% | +4.5% |
| 3M | +4.5% | 0.0% | +4.5% | +4.4% |
| 6M | +22.8% | +7.4% | +15.4% | +18.6% |
| YTD | -6.5% | +15.9% | -22.4% | -12.6% |
| 1Y | +0.8% | +18.1% | -17.3% | -6.7% |
| 3Y | +62.0% | +58.4% | +3.6% | +28.4% |
| 5Y | +138.2% | +5.2% | +133.0% | +127.7% |
| All | +957.6% | +34.8% | +922.8% | +860.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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