-5.8%
APO vs IRE
-97.2%
+91.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +39.6% | -40.0% | -1.2% |
| 7D | +0.8% | -27.2% | +28.0% | +1.0% |
| 30D | +1.0% | -75.1% | +76.2% | +3.6% |
| 3M | -8.4% | -77.9% | +69.5% | -6.3% |
| 6M | -9.1% | -94.6% | +85.5% | -4.9% |
| YTD | -18.3% | -91.5% | +73.2% | -17.5% |
| 1Y | -8.0% | -97.8% | +89.8% | -3.8% |
| All | -5.8% | -97.2% | +91.4% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 all: compounded portfolio wealth divided by compounded IRE 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…
all analysis · Full analysis span regression · 6 months rolling