+957.6%
APO vs P
+705.1%
+252.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.0% |
| 7D | -1.0% | +6.5% | -7.6% | -2.8% |
| 30D | +3.5% | +18.8% | -15.4% | -2.1% |
| 3M | +4.5% | +26.7% | -22.2% | -3.9% |
| 6M | +22.8% | +62.2% | -39.4% | +3.1% |
| YTD | -6.5% | +48.5% | -55.0% | -20.2% |
| 1Y | +0.8% | +26.4% | -25.6% | -12.4% |
| 3Y | +62.0% | +159.4% | -97.5% | +3.7% |
| 5Y | +138.2% | +275.8% | -137.5% | +31.4% |
| All | +957.6% | +705.1% | +252.5% | +348.1% |
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