+1,563.3%
APO vs DAR
+235.7%
+1,327.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.1% |
| 7D | +0.8% | -9.9% | +10.7% | +4.3% |
| 30D | +1.0% | -16.4% | +17.4% | +6.9% |
| 3M | -8.4% | -17.1% | +8.7% | -3.3% |
| 6M | -9.1% | -20.5% | +11.4% | -3.3% |
| YTD | -18.3% | +39.4% | -57.8% | -29.4% |
| 1Y | -8.0% | +57.2% | -65.2% | -24.1% |
| 3Y | +47.1% | +13.9% | +33.2% | +28.2% |
| 5Y | +67.2% | -40.8% | +108.0% | +82.2% |
| 10Y | +871.8% | +276.2% | +595.6% | +391.8% |
| All | +1,563.3% | +235.7% | +1,327.6% | +748.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling