+51.3%
APO vs IP
+20.8%
+30.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.6% | +0.8% |
| 7D | +8.1% | 0.0% | +8.1% | +8.2% |
| 30D | +3.4% | +9.4% | -5.9% | +0.9% |
| 3M | -6.6% | -14.1% | +7.4% | -2.6% |
| 6M | -7.1% | +9.2% | -16.2% | -10.3% |
| YTD | -14.1% | -7.5% | -6.6% | -13.3% |
| 1Y | -4.7% | -2.8% | -1.9% | -5.6% |
| 3Y | +51.3% | +21.2% | +30.1% | +59.5% |
| All | +51.3% | +20.8% | +30.5% | +59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling