+136.0%
APO vs DAR
-8.0%
+144.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | -1.0% | -0.2% | -0.8% | -1.0% |
| 30D | -0.4% | +7.4% | -7.8% | -2.8% |
| 3M | -0.9% | +15.7% | -16.6% | -5.9% |
| 6M | +22.1% | +30.0% | -7.9% | +10.8% |
| YTD | -8.4% | +87.5% | -95.9% | -26.7% |
| 1Y | -0.9% | +113.4% | -114.3% | -25.0% |
| 3Y | +56.1% | +15.3% | +40.8% | +43.6% |
| 5Y | +136.0% | -4.3% | +140.3% | +124.0% |
| All | +136.0% | -8.0% | +144.0% | +124.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling