+853.3%
APO vs DKS
+226.4%
+626.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.0% | +1.0% |
| 7D | +5.8% | +6.3% | -0.6% | +3.9% |
| 30D | +8.9% | +9.3% | -0.4% | +6.2% |
| 3M | -13.6% | -25.3% | +11.6% | -8.3% |
| 6M | -5.4% | -29.2% | +23.8% | +1.3% |
| YTD | -13.6% | -22.7% | +9.1% | -10.1% |
| 1Y | -2.5% | -30.1% | +27.6% | +4.4% |
| 3Y | +50.9% | +45.6% | +5.2% | +26.5% |
| 5Y | +81.4% | +28.5% | +52.9% | +49.6% |
| All | +853.3% | +226.4% | +626.9% | +397.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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