+932.4%
APO vs PHM
+571.9%
+360.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.2% |
| 7D | -1.0% | -3.9% | +2.9% | +0.7% |
| 30D | -0.4% | -8.6% | +8.2% | +3.6% |
| 3M | -0.9% | -2.9% | +2.1% | -0.4% |
| 6M | +22.1% | -5.7% | +27.8% | +23.6% |
| YTD | -8.4% | +1.9% | -10.2% | -11.1% |
| 1Y | -0.9% | -12.3% | +11.4% | +2.5% |
| 3Y | +56.1% | +50.8% | +5.4% | +20.0% |
| 5Y | +136.0% | +157.3% | -21.3% | +34.4% |
| All | +932.4% | +571.9% | +360.5% | +257.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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