+946.8%
APO vs JD
+18.8%
+928.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -0.9% |
| 7D | +0.1% | -0.8% | +0.9% | +0.3% |
| 30D | +3.9% | -16.0% | +19.9% | +7.8% |
| 3M | +3.8% | -3.2% | +6.9% | +4.2% |
| 6M | +22.3% | +6.1% | +16.2% | +19.8% |
| YTD | -7.8% | -0.1% | -7.7% | -8.5% |
| 1Y | -0.3% | -12.7% | +12.4% | +1.6% |
| 3Y | +57.1% | -6.3% | +63.4% | +50.1% |
| 5Y | +137.0% | -61.3% | +198.3% | +163.9% |
| 10Y | +946.8% | +17.6% | +929.2% | +714.5% |
| All | +946.8% | +18.8% | +928.1% | +714.5% |
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