+1,804.4%
APO vs D
+179.9%
+1,624.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.1% |
| 7D | -1.0% | +0.4% | -1.5% | -1.2% |
| 30D | +3.5% | -3.6% | +7.0% | +4.9% |
| 3M | +4.5% | -1.0% | +5.5% | +4.8% |
| 6M | +22.8% | +6.3% | +16.5% | +19.0% |
| YTD | -6.5% | +14.7% | -21.2% | -12.4% |
| 1Y | +0.8% | +16.9% | -16.1% | -6.5% |
| 3Y | +62.0% | +56.8% | +5.2% | +28.6% |
| 5Y | +138.2% | +5.2% | +133.0% | +125.7% |
| 10Y | +940.3% | +35.9% | +904.4% | +765.5% |
| All | +1,804.4% | +179.9% | +1,624.5% | +942.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling