+839.9%
APO vs LSCC
+1,498.6%
-658.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +10.4% | -10.2% | -2.8% |
| 7D | +0.2% | +14.5% | -14.3% | -3.9% |
| 30D | +3.1% | -0.1% | +3.2% | +2.0% |
| 3M | -12.0% | -2.7% | -9.3% | -13.0% |
| 6M | -5.0% | -4.8% | -0.2% | -7.7% |
| YTD | -14.0% | +66.9% | -80.9% | -31.4% |
| 1Y | -5.9% | +85.8% | -91.8% | -27.6% |
| 3Y | +51.6% | +115.6% | -64.0% | +2.8% |
| 5Y | +80.8% | +48.8% | +32.0% | +28.8% |
| 10Y | +839.9% | +1,490.3% | -650.4% | +263.8% |
| All | +839.9% | +1,498.6% | -658.6% | +263.8% |
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