+1,766.1%
APO vs LHX
+608.6%
+1,157.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | +0.3% |
| 7D | -1.0% | -3.7% | +2.7% | +0.8% |
| 30D | -0.4% | -13.2% | +12.8% | +6.3% |
| 3M | -0.9% | -18.4% | +17.5% | +8.3% |
| 6M | +22.1% | -32.0% | +54.1% | +45.0% |
| YTD | -8.4% | -13.6% | +5.3% | -4.1% |
| 1Y | -0.9% | -6.0% | +5.0% | -0.9% |
| 3Y | +56.1% | +57.9% | -1.8% | +17.8% |
| 5Y | +136.0% | +19.2% | +116.8% | +98.7% |
| 10Y | +949.3% | +232.3% | +717.1% | +405.2% |
| All | +1,766.1% | +608.6% | +1,157.5% | +463.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LHX.
Daily Out/Under-Performance
Portfolio return minus LHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LHX 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 LHX 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