+1,804.4%
APO vs LVS
+65.0%
+1,739.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -1.0% | -1.5% | +0.5% | -0.5% |
| 30D | +3.5% | -3.2% | +6.7% | +4.7% |
| 3M | +4.5% | -12.0% | +16.5% | +9.4% |
| 6M | +22.8% | -19.9% | +42.7% | +32.7% |
| YTD | -6.5% | -30.6% | +24.1% | +6.0% |
| 1Y | +0.8% | -17.7% | +18.6% | +5.7% |
| 3Y | +62.0% | -14.2% | +76.2% | +61.3% |
| 5Y | +138.2% | +9.6% | +128.6% | +102.8% |
| 10Y | +940.3% | +5.7% | +934.6% | +736.4% |
| All | +1,804.4% | +65.0% | +1,739.4% | +1,119.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling