+132.1%
APO vs DUOL
-15.6%
+147.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.3% | -6.6% | -3.2% |
| 7D | -4.9% | -8.6% | +3.7% | -3.3% |
| 30D | -8.4% | +7.2% | -15.6% | -10.0% |
| 3M | -2.1% | +19.1% | -21.1% | -6.3% |
| 6M | +19.2% | +52.5% | -33.3% | +7.7% |
| YTD | -10.5% | -17.3% | +6.8% | -9.2% |
| 1Y | -2.7% | -49.2% | +46.5% | +7.0% |
| 3Y | +52.5% | -7.3% | +59.7% | +40.2% |
| 5Y | +132.1% | -16.3% | +148.3% | +92.1% |
| All | +132.1% | -15.6% | +147.7% | +92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DUOL.
Daily Out/Under-Performance
Portfolio return minus DUOL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUOL 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 5y: compounded portfolio wealth divided by compounded DUOL 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…
5y analysis · Full analysis span regression · 6 months rolling