+853.3%
APO vs DAR
+311.7%
+541.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.4% |
| 7D | +5.8% | +11.6% | -5.8% | +1.8% |
| 30D | +8.9% | -10.2% | +19.1% | +12.6% |
| 3M | -13.6% | -14.8% | +1.2% | -9.6% |
| 6M | -5.4% | -10.1% | +4.7% | -3.5% |
| YTD | -13.6% | +55.5% | -69.2% | -28.6% |
| 1Y | -2.5% | +61.7% | -64.2% | -20.8% |
| 3Y | +50.9% | +37.2% | +13.7% | +21.7% |
| 5Y | +81.4% | -26.9% | +108.3% | +85.1% |
| All | +853.3% | +311.7% | +541.6% | +338.1% |
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