+895.2%
APO vs JD
+31.7%
+863.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.5% | +7.2% | +5.2% |
| 7D | +2.3% | +7.9% | -5.6% | +0.5% |
| 30D | +3.0% | +4.8% | -1.8% | +1.8% |
| 3M | -3.7% | -13.9% | +10.2% | -0.7% |
| 6M | -7.5% | -5.8% | -1.7% | -6.8% |
| YTD | -14.5% | +2.4% | -16.9% | -15.8% |
| 1Y | -6.2% | -7.5% | +1.4% | -5.4% |
| 3Y | +51.9% | +20.9% | +31.0% | +36.3% |
| 5Y | +76.5% | -58.0% | +134.5% | +92.5% |
| 10Y | +895.2% | +28.9% | +866.3% | +689.1% |
| All | +895.2% | +31.7% | +863.6% | +689.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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