+137.6%
APO vs DINO
+321.1%
-183.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | -1.0% | +2.0% | -3.0% | -1.6% |
| 30D | -0.4% | +27.7% | -28.1% | -7.4% |
| 3M | -0.9% | +56.3% | -57.2% | -13.7% |
| 6M | +22.1% | +107.6% | -85.4% | -3.8% |
| YTD | -8.4% | +140.2% | -148.6% | -31.8% |
| 1Y | -0.9% | +113.0% | -113.9% | -23.5% |
| 3Y | +56.1% | +100.1% | -43.9% | +16.8% |
| All | +137.6% | +321.1% | -183.5% | +37.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling