+47.1%
APO vs OPEN
-35.5%
+82.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -21.8% | +21.3% | +0.9% |
| 7D | +0.8% | -22.2% | +23.0% | +2.2% |
| 30D | +1.0% | -38.3% | +39.4% | +3.7% |
| 3M | -8.4% | -59.4% | +51.0% | -3.7% |
| 6M | -9.1% | -74.4% | +65.3% | -2.3% |
| YTD | -18.3% | -76.0% | +57.7% | -12.3% |
| 1Y | -8.0% | -78.7% | +70.7% | -0.9% |
| 3Y | +47.1% | -30.0% | +77.1% | +28.8% |
| All | +47.1% | -35.5% | +82.5% | +28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling