+161.8%
APO vs OPEN
-87.8%
+249.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -7.1% | +7.5% | +1.1% |
| 7D | +8.1% | -24.7% | +32.8% | +10.7% |
| 30D | +3.4% | -41.0% | +44.4% | +8.0% |
| 3M | -6.6% | -62.4% | +55.7% | +1.5% |
| 6M | -7.1% | -73.9% | +66.8% | +3.8% |
| YTD | -14.1% | -77.5% | +63.4% | -3.5% |
| 1Y | -4.7% | -83.6% | +78.9% | +9.6% |
| 3Y | +51.3% | -37.0% | +88.3% | +27.4% |
| 5Y | +82.7% | -93.3% | +176.0% | +67.5% |
| All | +161.8% | -87.8% | +249.6% | +121.2% |
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