+1,628.9%
APO vs IRM
+892.6%
+736.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.9% | -3.2% | -2.1% |
| 7D | +3.5% | +8.6% | -5.1% | -0.1% |
| 30D | +4.4% | 0.0% | +4.4% | +4.1% |
| 3M | -12.1% | -7.1% | -4.9% | -9.8% |
| 6M | -7.2% | -7.9% | +0.6% | -4.9% |
| YTD | -15.1% | +41.3% | -56.4% | -28.5% |
| 1Y | -7.7% | +20.7% | -28.4% | -16.8% |
| 3Y | +49.6% | +112.2% | -62.6% | +2.8% |
| 5Y | +78.3% | +191.2% | -112.9% | +6.1% |
| 10Y | +827.7% | +524.3% | +303.4% | +294.1% |
| All | +1,628.9% | +892.6% | +736.2% | +492.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling