+78.7%
APO vs LSCC
+33.9%
+44.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.5% | +7.2% | +3.3% |
| 7D | +5.8% | +7.0% | -1.2% | +3.5% |
| 30D | +8.9% | -2.3% | +11.2% | +8.3% |
| 3M | -13.6% | -12.5% | -1.1% | -12.0% |
| 6M | -5.4% | -10.6% | +5.2% | -6.7% |
| YTD | -13.6% | +52.7% | -66.3% | -30.3% |
| 1Y | -2.5% | +74.0% | -76.5% | -25.0% |
| 3Y | +50.9% | +104.8% | -53.9% | -1.0% |
| All | +78.7% | +33.9% | +44.8% | +18.8% |
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 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