-7.7%
APO vs DRI
+36.6%
-44.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | +3.5% | -0.3% | +3.8% | +3.6% |
| 30D | +4.4% | +10.8% | -6.5% | +1.8% |
| 3M | -12.1% | +0.9% | -13.0% | -12.2% |
| 6M | -7.2% | +16.3% | -23.6% | -11.7% |
| YTD | -15.1% | +27.8% | -42.9% | -20.9% |
| 1Y | -7.7% | +33.9% | -41.5% | -14.9% |
| All | -7.7% | +36.6% | -44.3% | -14.9% |
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