+957.6%
APO vs LSCC
+1,763.3%
-805.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -1.2% |
| 7D | -1.0% | +1.3% | -2.3% | -1.4% |
| 30D | +3.5% | -9.7% | +13.1% | +6.1% |
| 3M | +4.5% | -23.7% | +28.2% | +10.7% |
| 6M | +22.8% | +26.5% | -3.7% | +10.1% |
| YTD | -6.5% | +57.5% | -64.0% | -22.4% |
| 1Y | +0.8% | +75.7% | -74.9% | -20.1% |
| 3Y | +62.0% | +19.5% | +42.5% | +34.4% |
| 5Y | +138.2% | +83.8% | +54.5% | +64.4% |
| All | +957.6% | +1,763.3% | -805.7% | +340.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 10y: compounded portfolio wealth divided by compounded LSCC 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…
10y analysis · Full analysis span regression · 6 months rolling