+75.0%
APO vs DECK
+31.2%
+43.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +6.0% | +2.1% | +6.1% |
| 7D | +8.2% | +10.4% | -2.2% | +4.8% |
| 30D | +6.4% | +11.1% | -4.7% | +2.7% |
| 3M | -7.4% | -10.8% | +3.3% | -4.1% |
| 6M | -4.2% | -8.7% | +4.6% | -2.3% |
| YTD | -14.1% | -14.0% | -0.1% | -11.6% |
| 1Y | -4.4% | +12.0% | -16.4% | -10.8% |
| 3Y | +51.2% | -10.5% | +61.7% | +36.2% |
| 5Y | +75.0% | +28.5% | +46.5% | +16.9% |
| All | +75.0% | +31.2% | +43.7% | +16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling