+51.2%
APO vs IJR
+51.3%
-0.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.5% | -1.4% |
| 7D | -4.9% | -2.3% | -2.6% | -2.5% |
| 30D | -8.4% | -4.7% | -3.7% | -3.6% |
| 3M | -2.1% | +2.1% | -4.2% | -4.3% |
| 6M | +19.2% | +13.9% | +5.4% | +3.5% |
| YTD | -10.5% | +18.2% | -28.8% | -25.2% |
| 1Y | -2.7% | +21.8% | -24.5% | -21.2% |
| All | +51.2% | +51.3% | -0.1% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 3y: compounded portfolio wealth divided by compounded IJR 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…
3y analysis · Full analysis span regression · 6 months rolling