+191.3%
APO vs OSCR
-11.8%
+203.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.8% | +3.2% | -0.2% |
| 7D | -1.0% | +4.7% | -5.7% | -1.5% |
| 30D | -0.4% | +14.8% | -15.2% | -2.0% |
| 3M | -0.9% | +16.7% | -17.6% | -3.1% |
| 6M | +22.1% | +127.5% | -105.4% | +9.9% |
| YTD | -8.4% | +121.0% | -129.4% | -17.6% |
| 1Y | -0.9% | +58.4% | -59.4% | -8.4% |
| 3Y | +56.1% | +392.4% | -336.3% | +17.0% |
| 5Y | +136.0% | +80.5% | +55.6% | +71.0% |
| All | +191.3% | -11.8% | +203.1% | +106.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling