+1,563.3%
APO vs LSCC
+1,607.6%
-44.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +7.1% | -7.6% | -2.2% |
| 7D | +0.8% | +13.0% | -12.2% | -2.6% |
| 30D | +1.0% | -19.8% | +20.9% | +5.8% |
| 3M | -8.4% | -18.4% | +10.0% | -5.2% |
| 6M | -9.1% | -16.1% | +7.0% | -8.4% |
| YTD | -18.3% | +42.7% | -61.1% | -29.6% |
| 1Y | -8.0% | +68.0% | -76.0% | -24.1% |
| 3Y | +47.1% | +85.8% | -38.8% | +11.4% |
| 5Y | +67.2% | +28.0% | +39.1% | +32.7% |
| 10Y | +871.8% | +1,255.1% | -383.3% | +357.2% |
| All | +1,563.3% | +1,607.6% | -44.3% | +604.5% |
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