+895.2%
APO vs DAR
+288.2%
+607.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.7% | 0.0% | +3.1% |
| 7D | +2.3% | -2.8% | +5.1% | +3.3% |
| 30D | +3.0% | -12.8% | +15.8% | +7.6% |
| 3M | -3.7% | -11.6% | +7.9% | -0.5% |
| 6M | -7.5% | -16.8% | +9.3% | -3.0% |
| YTD | -14.5% | +45.9% | -60.4% | -27.7% |
| 1Y | -6.2% | +61.5% | -67.6% | -23.9% |
| 3Y | +51.9% | +23.0% | +28.9% | +27.8% |
| 5Y | +76.5% | -35.8% | +112.3% | +89.2% |
| 10Y | +895.2% | +280.4% | +614.9% | +373.6% |
| All | +895.2% | +288.2% | +607.0% | +373.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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