+213.8%
APO vs LCID
-96.5%
+310.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +9.4% | -4.8% | +3.7% |
| 7D | +2.3% | +20.0% | -17.7% | +0.4% |
| 30D | +3.0% | -5.0% | +8.0% | +3.2% |
| 3M | -3.7% | -48.9% | +45.2% | +2.2% |
| 6M | -7.5% | -43.2% | +35.7% | -4.5% |
| YTD | -14.5% | -65.9% | +51.4% | -7.7% |
| 1Y | -6.2% | -79.2% | +73.0% | +6.1% |
| 3Y | +51.9% | -90.4% | +142.3% | +75.7% |
| 5Y | +76.5% | -99.2% | +175.7% | +137.1% |
| All | +213.8% | -96.5% | +310.3% | +310.9% |
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