+1,628.9%
APO vs LEN
+436.8%
+1,192.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.9% | -0.1% |
| 7D | +3.5% | -8.7% | +12.2% | +7.0% |
| 30D | +4.4% | +11.6% | -7.2% | -0.1% |
| 3M | -12.1% | -1.3% | -10.8% | -12.3% |
| 6M | -7.2% | -1.4% | -5.8% | -8.0% |
| YTD | -15.1% | -16.9% | +1.8% | -11.2% |
| 1Y | -7.7% | -31.2% | +23.5% | +3.5% |
| 3Y | +49.6% | -25.6% | +75.2% | +56.1% |
| 5Y | +78.3% | -13.3% | +91.5% | +70.1% |
| 10Y | +827.7% | +138.4% | +689.3% | +451.7% |
| All | +1,628.9% | +436.8% | +1,192.1% | +631.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling