+1,804.4%
APO vs DECK
+501.0%
+1,303.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.0% |
| 7D | -1.0% | -2.2% | +1.2% | -0.4% |
| 30D | +3.5% | -13.6% | +17.1% | +7.4% |
| 3M | +4.5% | -21.2% | +25.8% | +10.7% |
| 6M | +22.8% | -21.1% | +43.9% | +29.4% |
| YTD | -6.5% | -17.2% | +10.7% | -3.2% |
| 1Y | +0.8% | -30.7% | +31.6% | +8.4% |
| 3Y | +62.0% | -3.4% | +65.3% | +53.1% |
| 5Y | +138.2% | +25.5% | +112.7% | +105.4% |
| 10Y | +940.3% | +714.7% | +225.6% | +512.9% |
| All | +1,804.4% | +501.0% | +1,303.4% | +1,047.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling