+932.4%
APO vs LEN
+111.1%
+821.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | -1.0% | -3.4% | +2.4% | +0.4% |
| 30D | -0.4% | -5.7% | +5.3% | +2.1% |
| 3M | -0.9% | -12.2% | +11.3% | +3.9% |
| 6M | +22.1% | -18.3% | +40.4% | +31.4% |
| YTD | -8.4% | -20.2% | +11.8% | -1.4% |
| 1Y | -0.9% | -40.1% | +39.1% | +19.8% |
| 3Y | +56.1% | -26.2% | +82.3% | +63.4% |
| 5Y | +136.0% | -9.8% | +145.8% | +117.0% |
| All | +932.4% | +111.1% | +821.4% | +471.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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