+962.2%
APO vs IP
+23.2%
+939.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.7% |
| 7D | -1.0% | -5.3% | +4.3% | +1.5% |
| 30D | +3.5% | -10.9% | +14.3% | +9.1% |
| 3M | +4.5% | +11.2% | -6.6% | -2.2% |
| 6M | +22.8% | -10.2% | +33.0% | +25.9% |
| YTD | -6.5% | -2.0% | -4.5% | -9.0% |
| 1Y | +0.8% | -19.1% | +19.9% | +7.2% |
| 3Y | +62.0% | +20.9% | +41.1% | +31.1% |
| 5Y | +138.2% | -17.8% | +156.1% | +138.6% |
| All | +962.2% | +23.2% | +939.0% | +646.5% |
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