-4.4%
APO vs ILMN
+92.1%
-96.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -4.9% | +13.0% | +8.2% |
| 7D | +8.2% | -21.6% | +29.8% | +9.5% |
| 30D | +6.4% | -22.9% | +29.3% | +7.7% |
| 3M | -7.4% | +11.6% | -19.0% | -8.5% |
| 6M | -4.2% | +62.5% | -66.7% | -9.2% |
| YTD | -14.1% | +72.7% | -86.9% | -23.4% |
| 1Y | -4.4% | +93.9% | -98.2% | -20.6% |
| All | -4.4% | +92.1% | -96.5% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 1y: compounded portfolio wealth divided by compounded ILMN 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…
1y analysis · Full analysis span regression · 6 months rolling