+916.7%
APO vs DHI
+414.5%
+502.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.1% |
| 7D | -3.5% | -3.4% | -0.1% | -2.1% |
| 30D | -6.6% | -5.4% | -1.1% | -4.4% |
| 3M | -3.3% | -10.4% | +7.2% | +0.6% |
| 6M | +22.6% | -2.8% | +25.4% | +22.5% |
| YTD | -9.8% | -3.4% | -6.4% | -10.3% |
| 1Y | -3.9% | -22.9% | +19.0% | +4.5% |
| 3Y | +52.5% | +20.7% | +31.8% | +27.5% |
| 5Y | +134.0% | +62.1% | +71.9% | +62.7% |
| All | +916.7% | +414.5% | +502.2% | +300.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling