+1,737.6%
APO vs LUMN
-57.2%
+1,794.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.6% |
| 7D | -3.5% | +2.5% | -6.0% | -3.9% |
| 30D | -6.6% | +10.3% | -16.9% | -8.0% |
| 3M | -3.3% | -18.3% | +15.0% | -1.0% |
| 6M | +22.6% | +4.4% | +18.2% | +20.2% |
| YTD | -9.8% | -10.7% | +0.9% | -10.7% |
| 1Y | -3.9% | +14.0% | -17.8% | -10.1% |
| 3Y | +52.5% | +406.6% | -354.1% | -7.6% |
| 5Y | +134.0% | -36.8% | +170.8% | +133.9% |
| 10Y | +933.3% | -56.2% | +989.5% | +908.9% |
| All | +1,737.6% | -57.2% | +1,794.8% | +1,511.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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