-2.5%
APO vs LEN
-30.4%
+27.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +5.8% | -5.8% | +11.5% | +7.1% |
| 30D | +8.9% | +13.7% | -4.8% | +6.9% |
| 3M | -13.6% | -3.9% | -9.8% | -12.8% |
| 6M | -5.4% | -0.4% | -5.0% | -5.2% |
| YTD | -13.6% | -16.8% | +3.2% | -12.8% |
| 1Y | -2.5% | -29.5% | +27.0% | +1.4% |
| All | -2.5% | -30.4% | +27.9% | +1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling