+129.2%
APO vs OSCR
+96.8%
+32.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.3% | +0.8% |
| 7D | -3.5% | +1.6% | -5.1% | -3.7% |
| 30D | -6.6% | +10.7% | -17.2% | -7.8% |
| 3M | -3.3% | +13.4% | -16.6% | -5.2% |
| 6M | +22.6% | +144.6% | -122.0% | +8.4% |
| YTD | -9.8% | +128.0% | -137.8% | -19.9% |
| 1Y | -3.9% | +68.7% | -72.5% | -12.4% |
| 3Y | +52.5% | +398.8% | -346.3% | +10.3% |
| All | +129.2% | +96.8% | +32.4% | +62.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling