+916.7%
APO vs PBR
+697.0%
+219.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.7% | +1.1% |
| 7D | -3.5% | +5.4% | -8.9% | -4.9% |
| 30D | -6.6% | +22.9% | -29.4% | -11.6% |
| 3M | -3.3% | +19.6% | -22.9% | -8.3% |
| 6M | +22.6% | +16.5% | +6.1% | +16.2% |
| YTD | -9.8% | +86.7% | -96.4% | -25.3% |
| 1Y | -3.9% | +74.7% | -78.6% | -19.2% |
| 3Y | +52.5% | +102.6% | -50.1% | +20.8% |
| 5Y | +134.0% | +566.6% | -432.6% | +24.8% |
| All | +916.7% | +697.0% | +219.7% | +353.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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