-4.4%
APO vs LYV
+25.0%
-29.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.4% | +5.7% | +8.0% |
| 7D | +8.2% | +6.2% | +2.0% | +7.9% |
| 30D | +6.4% | +7.3% | -0.9% | +6.2% |
| 3M | -7.4% | -0.3% | -7.2% | -7.5% |
| 6M | -4.2% | +16.2% | -20.4% | -4.9% |
| YTD | -14.1% | +28.5% | -42.7% | -15.9% |
| 1Y | -4.4% | +21.5% | -25.9% | -6.5% |
| All | -4.4% | +25.0% | -29.3% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LYV.
Daily Out/Under-Performance
Portfolio return minus LYV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYV 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 1y: compounded portfolio wealth divided by compounded LYV 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…
1y analysis · Full analysis span regression · 6 months rolling