+1,777.9%
APO vs DTE
+470.5%
+1,307.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.8% |
| 7D | +0.1% | +0.9% | -0.8% | -0.4% |
| 30D | +3.9% | -1.9% | +5.7% | +4.7% |
| 3M | +3.8% | -3.3% | +7.1% | +5.1% |
| 6M | +22.3% | -7.1% | +29.4% | +25.9% |
| YTD | -7.8% | +8.1% | -15.9% | -12.7% |
| 1Y | -0.3% | +5.3% | -5.6% | -4.4% |
| 3Y | +57.1% | +48.2% | +9.0% | +22.8% |
| 5Y | +137.0% | +33.2% | +103.7% | +94.2% |
| 10Y | +946.8% | +137.5% | +809.3% | +510.4% |
| All | +1,777.9% | +470.5% | +1,307.4% | +495.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DTE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling