-4.4%
APO vs DE
+49.6%
-54.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.6% | +6.5% | +8.0% |
| 7D | +8.2% | +5.6% | +2.6% | +7.9% |
| 30D | +6.4% | -0.8% | +7.3% | +6.5% |
| 3M | -7.4% | +9.8% | -17.3% | -7.9% |
| 6M | -4.2% | +17.5% | -21.7% | -4.6% |
| YTD | -14.1% | +46.5% | -60.6% | -20.8% |
| 1Y | -4.4% | +46.1% | -50.5% | -12.0% |
| All | -4.4% | +49.6% | -54.0% | -12.0% |
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