+126.9%
APO vs LTH
+152.0%
-25.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.2% |
| 7D | -1.0% | -4.0% | +3.0% | +0.1% |
| 30D | -0.4% | -1.7% | +1.3% | 0.0% |
| 3M | -0.9% | +28.0% | -28.9% | -8.2% |
| 6M | +22.1% | +54.1% | -31.9% | +6.2% |
| YTD | -8.4% | +57.1% | -65.5% | -20.9% |
| 1Y | -0.9% | +45.8% | -46.7% | -12.7% |
| 3Y | +56.1% | +157.6% | -101.4% | +15.3% |
| All | +126.9% | +152.0% | -25.0% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded LTH 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling