-3.9%
APO vs OWL
-38.6%
+34.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.1% |
| 7D | -3.5% | -10.1% | +6.6% | +2.3% |
| 30D | -6.6% | -11.9% | +5.4% | +0.2% |
| 3M | -3.3% | +10.7% | -14.0% | -9.0% |
| 6M | +22.6% | +22.1% | +0.5% | +7.5% |
| YTD | -9.8% | -24.8% | +15.0% | +4.5% |
| 1Y | -3.9% | -39.2% | +35.3% | +24.9% |
| All | -3.9% | -38.6% | +34.8% | +24.9% |
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