+1,722.3%
APO vs LYB
+303.0%
+1,419.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -4.9% | -0.7% | -4.2% | -4.6% |
| 30D | -8.4% | +1.5% | -10.0% | -9.3% |
| 3M | -2.1% | -0.3% | -1.8% | -2.8% |
| 6M | +19.2% | +0.1% | +19.2% | +14.9% |
| YTD | -10.5% | +53.4% | -64.0% | -29.8% |
| 1Y | -2.7% | +25.6% | -28.4% | -17.2% |
| 3Y | +52.5% | -21.3% | +73.8% | +57.6% |
| 5Y | +132.1% | -2.4% | +134.5% | +116.5% |
| 10Y | +924.7% | +48.8% | +876.0% | +628.8% |
| All | +1,722.3% | +303.0% | +1,419.3% | +793.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling