-5.9%
APO vs IRM
+12.7%
-18.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.3% |
| 7D | +0.2% | -5.3% | +5.4% | +1.6% |
| 30D | +3.1% | -2.3% | +5.4% | +3.7% |
| 3M | -12.0% | -7.4% | -4.6% | -10.5% |
| 6M | -5.0% | -12.2% | +7.3% | -2.1% |
| YTD | -14.0% | +38.6% | -52.6% | -23.9% |
| 1Y | -5.9% | +14.9% | -20.8% | -8.3% |
| All | -5.9% | +12.7% | -18.7% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 1y: compounded portfolio wealth divided by compounded IRM 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…
1y analysis · Full analysis span regression · 6 months rolling