+591.7%
APO vs IR
+282.2%
+309.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -0.5% |
| 7D | +0.1% | +0.6% | -0.5% | -0.3% |
| 30D | +3.9% | -13.6% | +17.5% | +12.8% |
| 3M | +3.8% | +3.7% | +0.1% | +0.9% |
| 6M | +22.3% | -13.1% | +35.3% | +30.4% |
| YTD | -7.8% | -5.1% | -2.7% | -7.3% |
| 1Y | -0.3% | -6.5% | +6.1% | +0.7% |
| 3Y | +57.1% | +8.5% | +48.6% | +45.3% |
| 5Y | +137.0% | +43.3% | +93.7% | +87.3% |
| All | +591.7% | +282.2% | +309.6% | +259.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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