+845.7%
APO vs PH
+737.8%
+107.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.2% |
| 7D | +8.1% | +2.1% | +6.0% | +6.3% |
| 30D | +3.4% | +0.3% | +3.2% | +2.5% |
| 3M | -6.6% | -8.8% | +2.2% | -1.6% |
| 6M | -7.1% | +10.0% | -17.1% | -14.3% |
| YTD | -14.1% | +10.5% | -24.6% | -22.2% |
| 1Y | -4.7% | +15.5% | -20.2% | -16.3% |
| 3Y | +51.3% | +136.4% | -85.0% | -18.9% |
| 5Y | +82.7% | +213.6% | -130.9% | -20.5% |
| 10Y | +845.7% | +713.9% | +131.8% | +105.8% |
| All | +845.7% | +737.8% | +107.9% | +105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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