-7.7%
APO vs IT
-17.7%
+10.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.1% |
| 7D | +3.5% | -3.7% | +7.1% | +4.0% |
| 30D | +4.4% | -3.1% | +7.5% | +5.1% |
| 3M | -12.1% | +6.3% | -18.4% | -12.5% |
| 6M | -7.2% | +24.8% | -32.0% | -9.7% |
| YTD | -15.1% | -24.4% | +9.2% | -10.4% |
| 1Y | -7.7% | -17.1% | +9.4% | -6.0% |
| All | -7.7% | -17.7% | +10.0% | -6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling