+1,563.3%
APO vs DRI
+775.9%
+787.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -4.1% |
| 3M | -8.4% | +8.2% | -16.6% | -11.7% |
| 6M | -9.1% | +17.5% | -26.7% | -15.8% |
| YTD | -18.3% | +26.9% | -45.2% | -27.1% |
| 1Y | -8.0% | +31.6% | -39.5% | -19.2% |
| 3Y | +47.1% | +67.0% | -19.9% | +15.2% |
| 5Y | +67.2% | +72.9% | -5.7% | +28.1% |
| 10Y | +871.8% | +371.3% | +500.5% | +372.3% |
| All | +1,563.3% | +775.9% | +787.4% | +553.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling