+52.5%
APO vs JAAA
+19.0%
+33.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.8% | +0.2% |
| 7D | -3.5% | +0.1% | -3.6% | -4.1% |
| 30D | -6.6% | +0.5% | -7.1% | -10.3% |
| 3M | -3.3% | +1.3% | -4.5% | -12.3% |
| 6M | +22.6% | +2.8% | +19.8% | -1.0% |
| YTD | -9.8% | +3.3% | -13.0% | -29.3% |
| 1Y | -3.9% | +4.9% | -8.8% | -33.1% |
| 3Y | +52.5% | +19.0% | +33.5% | -18.5% |
| All | +52.5% | +19.0% | +33.5% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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