+908.2%
APO vs OMC
+35.0%
+873.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.5% | -3.8% | -3.1% |
| 7D | -4.9% | -6.2% | +1.3% | -1.7% |
| 30D | -8.4% | -7.6% | -0.9% | -4.8% |
| 3M | -2.1% | +7.4% | -9.4% | -6.5% |
| 6M | +19.2% | +0.1% | +19.1% | +17.8% |
| YTD | -10.5% | +0.4% | -11.0% | -13.3% |
| 1Y | -2.7% | +7.8% | -10.5% | -10.0% |
| 3Y | +52.5% | +11.8% | +40.6% | +34.8% |
| 5Y | +132.1% | +32.5% | +99.6% | +81.9% |
| All | +908.2% | +35.0% | +873.3% | +610.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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