+1,804.4%
APO vs DAR
+336.1%
+1,468.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -0.3% |
| 7D | -1.0% | +1.4% | -2.4% | -1.6% |
| 30D | +3.5% | +12.8% | -9.3% | -1.1% |
| 3M | +4.5% | +7.4% | -2.8% | +1.1% |
| 6M | +22.8% | +22.3% | +0.5% | +12.6% |
| YTD | -6.5% | +81.1% | -87.6% | -25.6% |
| 1Y | +0.8% | +106.5% | -105.7% | -24.4% |
| 3Y | +62.0% | +5.3% | +56.7% | +47.6% |
| 5Y | +138.2% | -11.5% | +149.8% | +126.8% |
| 10Y | +940.3% | +353.3% | +586.9% | +396.1% |
| All | +1,804.4% | +336.1% | +1,468.4% | +794.6% |
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 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