-4.4%
APO vs DHI
+9.6%
-14.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +8.1% | 0.0% | +5.9% |
| 7D | +8.2% | +9.8% | -1.6% | +5.8% |
| 30D | +6.4% | +17.8% | -11.4% | +2.5% |
| 3M | -7.4% | +4.7% | -12.2% | -8.8% |
| 6M | -4.2% | +10.0% | -14.2% | -6.8% |
| YTD | -14.1% | +10.0% | -24.1% | -17.8% |
| 1Y | -4.4% | +9.1% | -13.5% | -9.9% |
| All | -4.4% | +9.6% | -14.0% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 1y: compounded portfolio wealth divided by compounded DHI 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…
1y analysis · Full analysis span regression · 6 months rolling