+1,804.4%
APO vs KEY
+330.1%
+1,474.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -1.0% | +2.2% | -3.2% | -2.1% |
| 30D | +3.5% | -3.0% | +6.5% | +5.0% |
| 3M | +4.5% | +3.3% | +1.2% | +2.8% |
| 6M | +22.8% | +9.2% | +13.6% | +17.3% |
| YTD | -6.5% | +10.6% | -17.1% | -11.1% |
| 1Y | +0.8% | +20.4% | -19.6% | -7.9% |
| 3Y | +62.0% | +121.8% | -59.9% | +8.4% |
| 5Y | +138.2% | +41.1% | +97.1% | +88.7% |
| 10Y | +940.3% | +168.5% | +771.7% | +434.3% |
| All | +1,804.4% | +330.1% | +1,474.3% | +706.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling