+80.8%
APO vs IRM
+186.8%
-106.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.5% |
| 7D | +0.2% | -5.3% | +5.4% | +2.5% |
| 30D | +3.1% | -2.3% | +5.4% | +3.9% |
| 3M | -12.0% | -7.4% | -4.6% | -9.4% |
| 6M | -5.0% | -12.2% | +7.3% | -0.1% |
| YTD | -14.0% | +38.6% | -52.6% | -29.0% |
| 1Y | -5.9% | +14.9% | -20.8% | -14.7% |
| 3Y | +51.6% | +108.2% | -56.6% | -7.0% |
| 5Y | +80.8% | +183.8% | -103.0% | -8.6% |
| All | +80.8% | +186.8% | -106.0% | -8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling