+895.2%
APO vs P
+748.5%
+146.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +6.3% | -1.6% | +2.9% |
| 7D | +2.3% | -9.6% | +11.9% | +4.6% |
| 30D | +3.0% | -33.4% | +36.4% | +13.6% |
| 3M | -3.7% | +14.2% | -17.9% | -10.0% |
| 6M | -7.5% | +31.6% | -39.1% | -18.9% |
| YTD | -14.5% | +53.5% | -68.0% | -29.5% |
| 1Y | -6.2% | +14.2% | -20.3% | -17.4% |
| 3Y | +51.9% | +190.5% | -138.6% | -8.5% |
| 5Y | +76.5% | +256.3% | -179.9% | -3.8% |
| 10Y | +895.2% | +707.9% | +187.4% | +306.5% |
| All | +895.2% | +748.5% | +146.7% | +306.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 10y: compounded portfolio wealth divided by compounded P 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…
10y analysis · Full analysis span regression · 6 months rolling