+908.2%
APO vs IT
+92.9%
+815.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.9% | -2.6% |
| 7D | -4.9% | -12.7% | +7.8% | +0.5% |
| 30D | -8.4% | -8.9% | +0.5% | -5.2% |
| 3M | -2.1% | +10.1% | -12.2% | -9.2% |
| 6M | +19.2% | +7.3% | +12.0% | +10.1% |
| YTD | -10.5% | -32.4% | +21.8% | +1.4% |
| 1Y | -2.7% | -26.6% | +23.9% | +4.6% |
| 3Y | +52.5% | -51.8% | +104.3% | +95.5% |
| 5Y | +132.1% | -45.6% | +177.7% | +173.8% |
| All | +908.2% | +92.9% | +815.3% | +532.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling