+1,570.8%
APO vs LSCC
+1,494.0%
+76.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -8.6% | +4.1% | -2.4% |
| 7D | -1.1% | -4.8% | +3.7% | -0.3% |
| 30D | +1.1% | -27.1% | +28.2% | +8.5% |
| 3M | -9.2% | -23.6% | +14.4% | -4.4% |
| 6M | -9.2% | -19.8% | +10.6% | -7.4% |
| YTD | -18.0% | +33.2% | -51.2% | -28.0% |
| 1Y | -10.9% | +55.2% | -66.1% | -25.0% |
| 3Y | +44.4% | +70.1% | -25.7% | +11.9% |
| 5Y | +67.9% | +19.5% | +48.4% | +35.7% |
| 10Y | +876.2% | +1,164.9% | -288.7% | +367.4% |
| All | +1,570.8% | +1,494.0% | +76.8% | +620.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling