+1,766.1%
APO vs LULU
+121.2%
+1,644.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.7% | +0.3% |
| 7D | -1.0% | -16.9% | +16.0% | +3.5% |
| 30D | -0.4% | -22.0% | +21.6% | +5.8% |
| 3M | -0.9% | -17.8% | +17.0% | +3.4% |
| 6M | +22.1% | -41.3% | +63.4% | +38.6% |
| YTD | -8.4% | -52.0% | +43.6% | +9.7% |
| 1Y | -0.9% | -39.8% | +38.9% | +10.9% |
| 3Y | +56.1% | -74.8% | +131.0% | +112.3% |
| 5Y | +136.0% | -76.3% | +212.3% | +217.8% |
| 10Y | +949.3% | +53.9% | +895.4% | +853.4% |
| All | +1,766.1% | +121.2% | +1,644.8% | +1,455.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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