+1,777.9%
APO vs DINO
+576.2%
+1,201.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.8% | -4.1% | -2.2% |
| 7D | +0.1% | +4.2% | -4.1% | -1.2% |
| 30D | +3.9% | +33.9% | -30.0% | -5.1% |
| 3M | +3.8% | +50.5% | -46.8% | -9.1% |
| 6M | +22.3% | +95.2% | -72.9% | -2.0% |
| YTD | -7.8% | +140.6% | -148.4% | -31.2% |
| 1Y | -0.3% | +119.0% | -119.3% | -23.6% |
| 3Y | +57.1% | +100.4% | -43.3% | +20.5% |
| 5Y | +137.0% | +324.6% | -187.6% | +39.4% |
| 10Y | +946.8% | +485.3% | +461.5% | +418.0% |
| All | +1,777.9% | +576.2% | +1,201.7% | +709.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling