+857.2%
APO vs KEY
+120.9%
+736.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | +0.8% | -1.3% | +2.1% | +1.6% |
| 30D | +1.0% | +5.1% | -4.1% | -1.4% |
| 3M | -8.4% | -7.1% | -1.3% | -4.9% |
| 6M | -9.1% | -4.4% | -4.7% | -7.1% |
| YTD | -18.3% | +4.0% | -22.3% | -19.9% |
| 1Y | -8.0% | +23.4% | -31.4% | -17.0% |
| 3Y | +47.1% | +113.9% | -66.9% | +1.0% |
| 5Y | +67.2% | +12.3% | +54.8% | +48.8% |
| All | +857.2% | +120.9% | +736.3% | +468.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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