+946.8%
APO vs ES
+85.1%
+861.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.6% |
| 7D | +0.1% | +1.4% | -1.3% | -0.4% |
| 30D | +3.9% | -1.2% | +5.0% | +4.2% |
| 3M | +3.8% | +5.0% | -1.2% | +1.7% |
| 6M | +22.3% | -2.8% | +25.1% | +22.8% |
| YTD | -7.8% | +8.6% | -16.4% | -11.5% |
| 1Y | -0.3% | +18.9% | -19.3% | -8.6% |
| 3Y | +57.1% | +32.1% | +25.0% | +33.7% |
| 5Y | +137.0% | -5.1% | +142.0% | +133.8% |
| 10Y | +946.8% | +84.2% | +862.7% | +819.8% |
| All | +946.8% | +85.1% | +861.7% | +819.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ES 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling