+1,804.4%
APO vs LSCC
+1,784.6%
+19.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.8% |
| 3M | +4.5% | -23.7% | +28.2% | +10.0% |
| 6M | +22.8% | +26.5% | -3.7% | +11.9% |
| YTD | -6.5% | +57.5% | -64.0% | -20.2% |
| 1Y | +0.8% | +75.7% | -74.9% | -17.2% |
| 3Y | +62.0% | +19.5% | +42.5% | +38.3% |
| 5Y | +138.2% | +83.8% | +54.5% | +76.3% |
| 10Y | +940.3% | +1,772.4% | -832.1% | +363.7% |
| All | +1,804.4% | +1,784.6% | +19.9% | +697.7% |
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 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