+908.2%
APO vs DKS
+199.2%
+709.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.2% | -2.3% |
| 7D | -4.9% | -4.7% | -0.1% | -3.6% |
| 30D | -8.4% | -35.1% | +26.6% | +1.4% |
| 3M | -2.1% | -37.7% | +35.7% | +9.4% |
| 6M | +19.2% | -30.7% | +50.0% | +28.3% |
| YTD | -10.5% | -31.9% | +21.4% | -3.2% |
| 1Y | -2.7% | -40.0% | +37.3% | +8.7% |
| 3Y | +52.5% | +28.4% | +24.1% | +32.6% |
| 5Y | +132.1% | +12.4% | +119.6% | +98.8% |
| All | +908.2% | +199.2% | +709.0% | +447.3% |
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