+50.9%
APO vs IRM
+112.1%
-61.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.5% | +2.0% |
| 7D | +5.8% | +6.8% | -1.0% | +3.1% |
| 30D | +8.9% | +2.6% | +6.3% | +7.5% |
| 3M | -13.6% | -9.5% | -4.2% | -10.8% |
| 6M | -5.4% | -8.5% | +3.1% | -3.0% |
| YTD | -13.6% | +40.3% | -53.9% | -26.8% |
| 1Y | -2.5% | +28.7% | -31.2% | -14.3% |
| 3Y | +50.9% | +111.8% | -61.0% | +14.5% |
| All | +50.9% | +112.1% | -61.2% | +14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling