+1,766.1%
APO vs DGX
+453.2%
+1,312.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.0% | -2.2% | +1.2% | -0.1% |
| 30D | -0.4% | -0.9% | +0.5% | 0.0% |
| 3M | -0.9% | +15.6% | -16.5% | -6.8% |
| 6M | +22.1% | +17.8% | +4.4% | +13.7% |
| YTD | -8.4% | +37.5% | -45.8% | -20.4% |
| 1Y | -0.9% | +31.2% | -32.1% | -12.5% |
| 3Y | +56.1% | +96.6% | -40.5% | +13.0% |
| 5Y | +136.0% | +64.9% | +71.1% | +82.4% |
| 10Y | +949.3% | +254.6% | +694.7% | +456.0% |
| All | +1,766.1% | +453.2% | +1,312.9% | +687.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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