+238.5%
APO vs LCID
-95.5%
+333.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.3% |
| 7D | +0.1% | +1.8% | -1.7% | -0.1% |
| 30D | +3.9% | -34.2% | +38.1% | +8.0% |
| 3M | +3.8% | -9.1% | +12.9% | +2.8% |
| 6M | +22.3% | -52.6% | +74.9% | +28.8% |
| YTD | -7.8% | -56.2% | +48.4% | -2.4% |
| 1Y | -0.3% | -74.9% | +74.6% | +10.9% |
| 3Y | +57.1% | -92.1% | +149.2% | +85.9% |
| 5Y | +137.0% | -97.6% | +234.5% | +204.9% |
| All | +238.5% | -95.5% | +333.9% | +334.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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