+1,804.4%
APO vs DG
+405.2%
+1,399.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.8% |
| 7D | -1.0% | +8.4% | -9.4% | -2.1% |
| 30D | +3.5% | +4.9% | -1.5% | +2.7% |
| 3M | +4.5% | +29.3% | -24.8% | +0.5% |
| 6M | +22.8% | -11.3% | +34.0% | +24.3% |
| YTD | -6.5% | +1.8% | -8.3% | -7.3% |
| 1Y | +0.8% | +25.3% | -24.5% | -3.4% |
| 3Y | +62.0% | +9.1% | +52.9% | +54.2% |
| 5Y | +138.2% | -34.9% | +173.1% | +151.6% |
| 10Y | +940.3% | +108.2% | +832.1% | +765.8% |
| All | +1,804.4% | +405.2% | +1,399.2% | +1,048.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling