-2.5%
APO vs LCID
-82.0%
+79.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -9.2% | +11.0% | +2.7% |
| 7D | +5.8% | -10.2% | +15.9% | +6.8% |
| 30D | +8.9% | -10.2% | +19.1% | +9.6% |
| 3M | -13.6% | -54.1% | +40.5% | -7.7% |
| 6M | -5.4% | -53.8% | +48.4% | -0.1% |
| YTD | -13.6% | -72.0% | +58.4% | -0.1% |
| 1Y | -2.5% | -80.5% | +78.0% | +20.3% |
| All | -2.5% | -82.0% | +79.5% | +20.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling