+853.3%
APO vs JD
+31.5%
+821.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.4% |
| 7D | +5.8% | -4.1% | +9.9% | +6.7% |
| 30D | +8.9% | +4.6% | +4.3% | +7.6% |
| 3M | -13.6% | -4.7% | -8.9% | -12.8% |
| 6M | -5.4% | -17.4% | +12.0% | -1.7% |
| YTD | -13.6% | +0.7% | -14.3% | -14.6% |
| 1Y | -2.5% | -5.9% | +3.4% | -2.1% |
| 3Y | +50.9% | +18.9% | +32.0% | +35.8% |
| 5Y | +81.4% | -62.9% | +144.3% | +105.2% |
| All | +853.3% | +31.5% | +821.9% | +627.8% |
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