-4.4%
APO vs OWL
-28.0%
+23.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +3.1% | +5.0% | +6.4% |
| 7D | +8.2% | +10.1% | -1.9% | +2.8% |
| 30D | +6.4% | +18.7% | -12.3% | -3.3% |
| 3M | -7.4% | -6.2% | -1.3% | -4.3% |
| 6M | -4.2% | +9.8% | -14.0% | -10.0% |
| YTD | -14.1% | -24.2% | +10.0% | -0.8% |
| 1Y | -4.4% | -26.6% | +22.2% | +11.8% |
| All | -4.4% | -28.0% | +23.7% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 OWL 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