+152.5%
APO vs DUOL
+9.2%
+143.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | -0.1% |
| 7D | -1.0% | +5.1% | -6.1% | -2.0% |
| 30D | +3.5% | +14.1% | -10.7% | +0.5% |
| 3M | +4.5% | +41.5% | -37.0% | -3.3% |
| 6M | +22.8% | +60.6% | -37.8% | +10.0% |
| YTD | -6.5% | -12.0% | +5.5% | -6.2% |
| 1Y | +0.8% | -43.4% | +44.2% | +8.5% |
| 3Y | +62.0% | +3.7% | +58.2% | +46.4% |
| 5Y | +138.2% | -5.3% | +143.5% | +95.2% |
| All | +152.5% | +9.2% | +143.2% | +104.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling