+857.2%
APO vs D
+42.6%
+814.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.0% | +0.1% |
| 7D | +0.8% | +3.0% | -2.2% | -0.2% |
| 30D | +1.0% | +11.5% | -10.5% | -3.1% |
| 3M | -8.4% | +3.7% | -12.1% | -9.7% |
| 6M | -9.1% | +13.5% | -22.6% | -13.9% |
| YTD | -18.3% | +20.7% | -39.1% | -24.9% |
| 1Y | -8.0% | +18.2% | -26.2% | -14.8% |
| 3Y | +47.1% | +73.3% | -26.3% | +12.4% |
| 5Y | +67.2% | +12.3% | +54.9% | +55.6% |
| All | +857.2% | +42.6% | +814.6% | +764.8% |
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