+853.3%
APO vs LVS
-10.5%
+863.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.7% | -0.9% | +0.7% |
| 7D | +5.8% | -0.8% | +6.6% | +6.1% |
| 30D | +8.9% | +10.0% | -1.1% | +4.9% |
| 3M | -13.6% | -11.0% | -2.6% | -9.8% |
| 6M | -5.4% | -20.1% | +14.8% | +2.6% |
| YTD | -13.6% | -36.3% | +22.7% | +1.3% |
| 1Y | -2.5% | -36.8% | +34.4% | +14.5% |
| 3Y | +50.9% | -9.5% | +60.4% | +46.6% |
| 5Y | +81.4% | +9.3% | +72.1% | +53.7% |
| All | +853.3% | -10.5% | +863.8% | +745.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 10y: compounded portfolio wealth divided by compounded LVS 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…
10y analysis · Full analysis span regression · 6 months rolling