+1,804.4%
APO vs DKS
+390.2%
+1,414.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -1.0% | +3.0% | -4.0% | -1.8% |
| 30D | +3.5% | -30.5% | +34.0% | +12.3% |
| 3M | +4.5% | -35.7% | +40.2% | +15.8% |
| 6M | +22.8% | -29.7% | +52.5% | +31.7% |
| YTD | -6.5% | -28.9% | +22.4% | -0.1% |
| 1Y | +0.8% | -35.9% | +36.7% | +10.6% |
| 3Y | +62.0% | +28.2% | +33.8% | +40.9% |
| 5Y | +138.2% | +11.8% | +126.4% | +105.0% |
| 10Y | +940.3% | +211.6% | +728.7% | +485.5% |
| All | +1,804.4% | +390.2% | +1,414.2% | +780.2% |
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