+861.5%
APO vs DOC
+14.9%
+846.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.2% | -4.4% |
| 7D | -1.1% | +6.2% | -7.3% | -3.8% |
| 30D | +1.1% | +6.5% | -5.3% | -1.8% |
| 3M | -9.2% | -6.2% | -3.0% | -6.7% |
| 6M | -9.2% | +25.6% | -34.8% | -20.2% |
| YTD | -18.0% | +32.1% | -50.0% | -30.0% |
| 1Y | -10.9% | +20.3% | -31.2% | -20.5% |
| 3Y | +44.4% | +42.7% | +1.7% | +15.4% |
| 5Y | +67.9% | -22.2% | +90.1% | +82.7% |
| All | +861.5% | +14.9% | +846.6% | +786.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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