+1,722.3%
APO vs DHI
+1,227.3%
+495.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -1.5% |
| 7D | -4.9% | -6.1% | +1.2% | -2.7% |
| 30D | -8.4% | -10.1% | +1.7% | -4.8% |
| 3M | -2.1% | -7.3% | +5.3% | +0.1% |
| 6M | +19.2% | -6.1% | +25.4% | +20.8% |
| YTD | -10.5% | -5.0% | -5.5% | -10.3% |
| 1Y | -2.7% | -22.1% | +19.4% | +4.4% |
| 3Y | +52.5% | +19.2% | +33.2% | +32.6% |
| 5Y | +132.1% | +59.4% | +72.7% | +75.0% |
| 10Y | +924.7% | +401.8% | +522.9% | +386.4% |
| All | +1,722.3% | +1,227.3% | +495.0% | +475.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling