+54.8%
APO vs ODFL
-12.7%
+67.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | +0.4% |
| 7D | -1.0% | -3.0% | +2.0% | +0.2% |
| 30D | -0.4% | -14.3% | +13.9% | +5.7% |
| 3M | -0.9% | -26.7% | +25.9% | +11.4% |
| 6M | +22.1% | -7.5% | +29.6% | +23.7% |
| YTD | -8.4% | +16.5% | -24.9% | -17.1% |
| 1Y | -0.9% | +23.5% | -24.5% | -13.1% |
| All | +54.8% | -12.7% | +67.5% | +50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling