+1,628.9%
APO vs DKS
+418.0%
+1,210.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.3% | -0.6% |
| 7D | +3.5% | +3.3% | +0.2% | +2.6% |
| 30D | +4.4% | +5.9% | -1.5% | +2.7% |
| 3M | -12.1% | -27.4% | +15.4% | -5.8% |
| 6M | -7.2% | -32.6% | +25.4% | +0.7% |
| YTD | -15.1% | -24.8% | +9.7% | -10.9% |
| 1Y | -7.7% | -32.8% | +25.2% | 0.0% |
| 3Y | +49.6% | +39.1% | +10.5% | +27.2% |
| 5Y | +78.3% | +25.0% | +53.3% | +48.8% |
| 10Y | +827.7% | +226.2% | +601.5% | +415.0% |
| All | +1,628.9% | +418.0% | +1,210.8% | +684.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling