+136.0%
APO vs LVS
+5.2%
+130.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.8% | -0.1% |
| 7D | -1.0% | -2.7% | +1.7% | -0.1% |
| 30D | -0.4% | -4.7% | +4.3% | +1.2% |
| 3M | -0.9% | -15.6% | +14.7% | +4.6% |
| 6M | +22.1% | -18.6% | +40.8% | +30.2% |
| YTD | -8.4% | -32.3% | +23.9% | +3.3% |
| 1Y | -0.9% | -18.0% | +17.1% | +3.3% |
| 3Y | +56.1% | -5.8% | +62.0% | +48.6% |
| 5Y | +136.0% | +5.7% | +130.3% | +104.3% |
| All | +136.0% | +5.2% | +130.8% | +104.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling