+908.2%
APO vs DINO
+491.7%
+416.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -2.0% | -2.2% |
| 7D | -4.9% | +1.5% | -6.4% | -5.4% |
| 30D | -8.4% | +25.9% | -34.3% | -15.4% |
| 3M | -2.1% | +53.2% | -55.2% | -15.9% |
| 6M | +19.2% | +105.5% | -86.2% | -8.5% |
| YTD | -10.5% | +139.2% | -149.8% | -35.4% |
| 1Y | -2.7% | +117.4% | -120.1% | -27.6% |
| 3Y | +52.5% | +99.3% | -46.8% | +13.2% |
| 5Y | +132.1% | +333.0% | -200.9% | +25.4% |
| All | +908.2% | +491.7% | +416.5% | +398.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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