+47.1%
APO vs LCID
-93.0%
+140.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.4% | -10.8% | -1.4% |
| 7D | +0.8% | +8.9% | -8.2% | 0.0% |
| 30D | +1.0% | -15.4% | +16.5% | +2.2% |
| 3M | -8.4% | -52.9% | +44.5% | -2.7% |
| 6M | -9.1% | -46.8% | +37.7% | -6.0% |
| YTD | -18.3% | -68.9% | +50.5% | -11.4% |
| 1Y | -8.0% | -81.7% | +73.7% | +4.1% |
| 3Y | +47.1% | -92.4% | +139.4% | +72.1% |
| All | +47.1% | -93.0% | +140.1% | +72.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling