+82.7%
APO vs LEN
-8.8%
+91.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.4% | +5.8% | +2.4% |
| 7D | +8.1% | +0.7% | +7.4% | +7.8% |
| 30D | +3.4% | +13.0% | -9.6% | -1.1% |
| 3M | -6.6% | +1.9% | -8.5% | -7.7% |
| 6M | -7.1% | -0.7% | -6.4% | -7.9% |
| YTD | -14.1% | -13.8% | -0.3% | -11.4% |
| 1Y | -4.7% | -28.1% | +23.4% | +5.3% |
| 3Y | +51.3% | -22.8% | +74.1% | +50.5% |
| 5Y | +82.7% | -7.4% | +90.1% | +47.2% |
| All | +82.7% | -8.8% | +91.6% | +47.2% |
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