+1,659.1%
APO vs DE
+851.6%
+807.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +2.1% |
| 7D | +5.8% | +0.3% | +5.5% | +5.6% |
| 30D | +8.9% | +3.6% | +5.3% | +7.1% |
| 3M | -13.6% | +10.2% | -23.9% | -18.4% |
| 6M | -5.4% | +16.6% | -22.0% | -13.6% |
| YTD | -13.6% | +45.8% | -59.5% | -31.4% |
| 1Y | -2.5% | +43.9% | -46.4% | -22.2% |
| 3Y | +50.9% | +89.6% | -38.8% | +2.5% |
| 5Y | +81.4% | +100.3% | -18.9% | +16.3% |
| 10Y | +843.9% | +760.8% | +83.1% | +169.0% |
| All | +1,659.1% | +851.6% | +807.4% | +330.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling