+185.1%
APO vs OPEN
-70.7%
+255.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -1.0% | -4.3% | +3.2% | -0.6% |
| 30D | +3.5% | -16.2% | +19.7% | +5.1% |
| 3M | +4.5% | -36.4% | +40.9% | +8.4% |
| 6M | +22.8% | -35.5% | +58.2% | +26.6% |
| YTD | -6.5% | -46.0% | +39.5% | -2.5% |
| 1Y | +0.8% | -47.1% | +48.0% | +1.0% |
| 3Y | +62.0% | -19.0% | +81.0% | +36.0% |
| 5Y | +138.2% | -83.6% | +221.8% | +102.3% |
| All | +185.1% | -70.7% | +255.8% | +123.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling