+916.7%
APO vs DE
+863.9%
+52.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +1.0% |
| 7D | -3.5% | -2.6% | -0.9% | -2.2% |
| 30D | -6.6% | +9.0% | -15.6% | -11.0% |
| 3M | -3.3% | +19.1% | -22.4% | -12.3% |
| 6M | +22.6% | +14.4% | +8.2% | +12.4% |
| YTD | -9.8% | +45.9% | -55.7% | -28.8% |
| 1Y | -3.9% | +43.6% | -47.5% | -23.8% |
| 3Y | +52.5% | +75.9% | -23.4% | +6.2% |
| 5Y | +134.0% | +98.8% | +35.3% | +46.8% |
| All | +916.7% | +863.9% | +52.8% | +167.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling