+57.1%
APO vs DG
+10.3%
+46.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.0% | +2.6% | -1.5% |
| 7D | +0.1% | -2.5% | +2.5% | 0.0% |
| 30D | +3.9% | +1.0% | +2.9% | +3.9% |
| 3M | +3.8% | +20.3% | -16.6% | +4.4% |
| 6M | +22.3% | -11.7% | +34.0% | +21.7% |
| YTD | -7.8% | -2.3% | -5.5% | -7.9% |
| 1Y | -0.3% | +20.0% | -20.3% | +0.5% |
| 3Y | +57.1% | +7.2% | +49.9% | +65.2% |
| All | +57.1% | +10.3% | +46.8% | +65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 3y: compounded portfolio wealth divided by compounded DG 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…
3y analysis · Full analysis span regression · 6 months rolling