+78.3%
APO vs D
+12.4%
+65.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.1% |
| 7D | +3.5% | -3.1% | +6.5% | +4.3% |
| 30D | +4.4% | +8.4% | -4.0% | +2.4% |
| 3M | -12.1% | +0.2% | -12.3% | -12.1% |
| 6M | -7.2% | +9.5% | -16.7% | -9.4% |
| YTD | -15.1% | +18.8% | -33.9% | -19.1% |
| 1Y | -7.7% | +14.7% | -22.4% | -11.3% |
| 3Y | +49.6% | +72.9% | -23.4% | +25.0% |
| 5Y | +78.3% | +13.1% | +65.2% | +78.0% |
| All | +78.3% | +12.4% | +65.9% | +78.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling