+946.8%
APO vs KEY
+167.0%
+779.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.5% |
| 7D | +0.1% | +2.7% | -2.6% | -1.3% |
| 30D | +3.9% | -3.2% | +7.1% | +5.5% |
| 3M | +3.8% | +1.0% | +2.8% | +3.2% |
| 6M | +22.3% | +11.9% | +10.4% | +15.4% |
| YTD | -7.8% | +8.7% | -16.5% | -11.6% |
| 1Y | -0.3% | +18.5% | -18.8% | -8.3% |
| 3Y | +57.1% | +124.0% | -66.8% | +4.7% |
| 5Y | +137.0% | +40.8% | +96.1% | +88.7% |
| 10Y | +946.8% | +167.0% | +779.8% | +454.3% |
| All | +946.8% | +167.0% | +779.8% | +454.3% |
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