+857.2%
APO vs DECK
+874.1%
-16.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.7% | -0.1% |
| 7D | +0.8% | +5.8% | -5.0% | -0.9% |
| 30D | +1.0% | +7.9% | -6.8% | -1.4% |
| 3M | -8.4% | -11.4% | +3.0% | -4.9% |
| 6M | -9.1% | -16.6% | +7.5% | -4.5% |
| YTD | -18.3% | -16.4% | -2.0% | -15.2% |
| 1Y | -8.0% | +8.6% | -16.6% | -12.7% |
| 3Y | +47.1% | -15.1% | +62.2% | +41.2% |
| 5Y | +67.2% | +22.9% | +44.3% | +34.1% |
| All | +857.2% | +874.1% | -16.9% | +388.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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