+916.7%
APO vs LYB
+48.3%
+868.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.8% | +1.3% |
| 7D | -3.5% | +0.3% | -3.8% | -3.6% |
| 30D | -6.6% | +2.5% | -9.0% | -7.9% |
| 3M | -3.3% | +1.4% | -4.7% | -4.8% |
| 6M | +22.6% | -3.5% | +26.1% | +19.7% |
| YTD | -9.8% | +52.0% | -61.8% | -31.0% |
| 1Y | -3.9% | +22.1% | -25.9% | -18.7% |
| 3Y | +52.5% | -22.8% | +75.2% | +59.9% |
| 5Y | +134.0% | -3.4% | +137.4% | +116.1% |
| All | +916.7% | +48.3% | +868.4% | +591.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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