-2.5%
APO vs OMC
+24.0%
-26.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.4% |
| 7D | +5.8% | +1.9% | +3.9% | +5.3% |
| 30D | +8.9% | +12.2% | -3.3% | +6.5% |
| 3M | -13.6% | +0.6% | -14.2% | -14.0% |
| 6M | -5.4% | +21.0% | -26.4% | -8.2% |
| YTD | -13.6% | +12.4% | -26.0% | -13.6% |
| 1Y | -2.5% | +25.4% | -27.9% | -4.1% |
| All | -2.5% | +24.0% | -26.5% | -4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling