+47.1%
APO vs DRI
+66.4%
-19.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | 0.0% |
| 7D | +0.8% | +2.8% | -2.0% | -0.2% |
| 30D | +1.0% | +13.3% | -12.2% | -3.5% |
| 3M | -8.4% | +8.2% | -16.6% | -11.4% |
| 6M | -9.1% | +17.5% | -26.7% | -15.4% |
| YTD | -18.3% | +26.9% | -45.2% | -26.8% |
| 1Y | -8.0% | +31.6% | -39.5% | -19.0% |
| 3Y | +47.1% | +67.0% | -19.9% | +22.9% |
| All | +47.1% | +66.4% | -19.4% | +22.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling