+179.4%
APO vs OPEN
-72.1%
+251.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.4% |
| 7D | -1.0% | -2.9% | +1.9% | -0.7% |
| 30D | -0.4% | -13.8% | +13.4% | +1.0% |
| 3M | -0.9% | -30.9% | +30.0% | +2.1% |
| 6M | +22.1% | -40.9% | +63.1% | +27.0% |
| YTD | -8.4% | -48.5% | +40.2% | -4.0% |
| 1Y | -0.9% | -50.9% | +50.0% | +0.1% |
| 3Y | +56.1% | -20.6% | +76.8% | +31.2% |
| 5Y | +136.0% | -84.2% | +220.2% | +101.2% |
| All | +179.4% | -72.1% | +251.5% | +120.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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