-4.4%
APO vs OSCR
+104.5%
-108.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +8.6% | -0.5% | +7.4% |
| 7D | +8.2% | +15.5% | -7.2% | +7.0% |
| 30D | +6.4% | +8.5% | -2.1% | +5.7% |
| 3M | -7.4% | +15.8% | -23.3% | -8.6% |
| 6M | -4.2% | +89.5% | -93.7% | -9.8% |
| YTD | -14.1% | +144.9% | -159.0% | -21.2% |
| 1Y | -4.4% | +105.1% | -109.5% | -11.9% |
| All | -4.4% | +104.5% | -108.9% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 1y: compounded portfolio wealth divided by compounded OSCR 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…
1y analysis · Full analysis span regression · 6 months rolling