+163.4%
APO vs OPEN
-88.9%
+252.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.6% | +5.4% | +2.1% |
| 7D | +5.8% | -15.0% | +20.8% | +7.3% |
| 30D | +8.9% | -40.2% | +49.1% | +13.6% |
| 3M | -13.6% | -67.4% | +53.8% | -4.9% |
| 6M | -5.4% | -74.0% | +68.6% | +5.8% |
| YTD | -13.6% | -79.6% | +66.0% | -2.1% |
| 1Y | -2.5% | -86.1% | +83.6% | +13.9% |
| 3Y | +50.9% | -41.4% | +92.2% | +27.7% |
| 5Y | +81.4% | -94.9% | +176.2% | +69.1% |
| All | +163.4% | -88.9% | +252.3% | +124.3% |
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