+57.1%
APO vs OMC
+12.9%
+44.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.7% |
| 7D | +0.1% | -5.8% | +5.9% | +2.2% |
| 30D | +3.9% | -4.8% | +8.7% | +5.8% |
| 3M | +3.8% | +9.2% | -5.5% | 0.0% |
| 6M | +22.3% | -2.5% | +24.8% | +22.9% |
| YTD | -7.8% | +2.6% | -10.4% | -9.2% |
| 1Y | -0.3% | +5.9% | -6.3% | -3.9% |
| 3Y | +57.1% | +14.2% | +42.9% | +50.0% |
| All | +57.1% | +12.9% | +44.2% | +50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling