+839.9%
APO vs IP
+22.3%
+817.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.8% |
| 7D | +0.2% | -2.8% | +2.9% | +1.6% |
| 30D | +3.1% | +9.2% | -6.1% | -1.2% |
| 3M | -12.0% | -16.1% | +4.2% | -4.6% |
| 6M | -5.0% | +9.6% | -14.5% | -11.0% |
| YTD | -14.0% | -8.8% | -5.2% | -13.6% |
| 1Y | -5.9% | -5.5% | -0.4% | -7.5% |
| 3Y | +51.6% | +19.6% | +31.9% | +22.2% |
| 5Y | +80.8% | -13.5% | +94.2% | +74.6% |
| 10Y | +839.9% | +22.4% | +817.5% | +533.8% |
| All | +839.9% | +22.3% | +817.7% | +533.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling