+796.9%
APO vs JD
+46.1%
+750.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.5% |
| 7D | +0.2% | +0.4% | -0.3% | 0.0% |
| 30D | +3.1% | +4.2% | -1.1% | +2.1% |
| 3M | -12.0% | -12.8% | +0.8% | -9.6% |
| 6M | -5.0% | -8.8% | +3.8% | -3.7% |
| YTD | -14.0% | +0.5% | -14.5% | -14.8% |
| 1Y | -5.9% | -8.8% | +2.8% | -5.0% |
| 3Y | +51.6% | +18.6% | +33.0% | +37.9% |
| 5Y | +80.8% | -62.2% | +143.0% | +100.1% |
| 10Y | +839.9% | +32.2% | +807.7% | +645.5% |
| All | +796.9% | +46.1% | +750.8% | +589.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling