+0.8%
APO vs DRI
+6.9%
-6.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -1.0% | +0.6% | -1.6% | -1.2% |
| 30D | +3.5% | +3.8% | -0.4% | +2.3% |
| 3M | +4.5% | +13.0% | -8.5% | +0.5% |
| 6M | +22.8% | +8.3% | +14.5% | +19.1% |
| YTD | -6.5% | +20.6% | -27.1% | -11.3% |
| 1Y | +0.8% | +6.5% | -5.6% | -8.6% |
| All | +0.8% | +6.9% | -6.1% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 1y: compounded portfolio wealth divided by compounded DRI 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…
1y analysis · Full analysis span regression · 6 months rolling