+916.7%
APO vs ODFL
+742.1%
+174.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +1.1% |
| 7D | -3.5% | -3.3% | -0.2% | -1.9% |
| 30D | -6.6% | -15.3% | +8.7% | +1.7% |
| 3M | -3.3% | -27.3% | +24.0% | +13.1% |
| 6M | +22.6% | -4.5% | +27.1% | +22.8% |
| YTD | -9.8% | +15.1% | -24.9% | -19.5% |
| 1Y | -3.9% | +21.1% | -25.0% | -17.1% |
| 3Y | +52.5% | -14.1% | +66.6% | +51.7% |
| 5Y | +134.0% | +26.6% | +107.4% | +76.3% |
| All | +916.7% | +742.1% | +174.5% | +179.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL 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 ODFL 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