+460.3%
APO vs DBX
+20.9%
+439.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.7% | -2.8% |
| 7D | -4.9% | -1.8% | -3.1% | -4.3% |
| 30D | -8.4% | +2.8% | -11.3% | -9.5% |
| 3M | -2.1% | +26.8% | -28.8% | -11.2% |
| 6M | +19.2% | +32.8% | -13.5% | +5.0% |
| YTD | -10.5% | +26.1% | -36.6% | -19.7% |
| 1Y | -2.7% | +14.1% | -16.8% | -9.7% |
| 3Y | +52.5% | +25.7% | +26.8% | +32.4% |
| 5Y | +132.1% | +11.2% | +120.9% | +104.7% |
| All | +460.3% | +20.9% | +439.4% | +318.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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