+137.9%
APO vs LCID
-97.6%
+235.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.8% |
| 7D | -1.0% | -6.6% | +5.6% | -0.2% |
| 30D | +3.5% | -30.1% | +33.6% | +7.8% |
| 3M | +4.5% | -17.6% | +22.1% | +4.5% |
| 6M | +22.8% | -54.4% | +77.2% | +31.6% |
| YTD | -6.5% | -55.7% | +49.2% | +0.3% |
| 1Y | +0.8% | -71.0% | +71.9% | +13.1% |
| 3Y | +62.0% | -92.6% | +154.6% | +104.3% |
| All | +137.9% | -97.6% | +235.5% | +243.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling