+853.3%
APO vs LSCC
+1,351.6%
-498.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.5% | +7.2% | +3.3% |
| 7D | +5.8% | +7.0% | -1.2% | +3.4% |
| 30D | +8.9% | -2.3% | +11.2% | +8.2% |
| 3M | -13.6% | -12.5% | -1.1% | -12.1% |
| 6M | -5.4% | -10.6% | +5.2% | -6.6% |
| YTD | -13.6% | +52.7% | -66.3% | -29.4% |
| 1Y | -2.5% | +74.0% | -76.5% | -23.7% |
| 3Y | +50.9% | +104.8% | -53.9% | +3.6% |
| 5Y | +81.4% | +36.2% | +45.1% | +32.4% |
| All | +853.3% | +1,351.6% | -498.2% | +278.0% |
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