+137.9%
APO vs LSCC
+82.7%
+55.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +6.2% |
| 3M | +4.5% | -23.7% | +28.2% | +11.0% |
| 6M | +22.8% | +26.5% | -3.7% | +9.0% |
| YTD | -6.5% | +57.5% | -64.0% | -23.9% |
| 1Y | +0.8% | +75.7% | -74.9% | -22.1% |
| 3Y | +62.0% | +19.5% | +42.5% | +33.0% |
| All | +137.9% | +82.7% | +55.2% | +42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling