+57.7%
APO vs LSCC
+20.0%
+37.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -1.1% |
| 7D | -1.0% | +1.3% | -2.3% | -1.3% |
| 30D | +3.5% | -9.7% | +13.1% | +5.6% |
| 3M | +4.5% | -23.7% | +28.2% | +9.7% |
| 6M | +22.8% | +26.5% | -3.7% | +11.6% |
| YTD | -6.5% | +57.5% | -64.0% | -20.9% |
| 1Y | +0.8% | +75.7% | -74.9% | -18.3% |
| All | +57.7% | +20.0% | +37.7% | +20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling