+137.0%
APO vs LEN
-12.1%
+149.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.8% | +2.4% | 0.0% |
| 7D | +0.1% | -2.9% | +3.0% | +1.2% |
| 30D | +3.9% | -8.9% | +12.7% | +7.4% |
| 3M | +3.8% | -10.9% | +14.7% | +7.6% |
| 6M | +22.3% | -19.7% | +41.9% | +31.4% |
| YTD | -7.8% | -20.6% | +12.8% | -1.4% |
| 1Y | -0.3% | -42.4% | +42.1% | +20.6% |
| 3Y | +57.1% | -26.5% | +83.7% | +58.8% |
| 5Y | +137.0% | -10.9% | +147.9% | +99.1% |
| All | +137.0% | -12.1% | +149.1% | +99.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling