+0.8%
APO vs DE
+49.4%
-48.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -1.0% | +10.0% | -11.0% | -1.9% |
| 30D | +3.5% | +13.3% | -9.9% | +2.3% |
| 3M | +4.5% | +17.5% | -13.0% | +3.3% |
| 6M | +22.8% | +13.6% | +9.2% | +21.3% |
| YTD | -6.5% | +49.8% | -56.3% | -15.9% |
| 1Y | +0.8% | +47.9% | -47.0% | -8.9% |
| All | +0.8% | +49.4% | -48.5% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 1y: compounded portfolio wealth divided by compounded DE 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…
1y analysis · Full analysis span regression · 6 months rolling