-4.4%
APO vs PINS
-35.1%
+30.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +4.2% | +3.9% | +7.6% |
| 7D | +8.2% | +1.4% | +6.8% | +7.9% |
| 30D | +6.4% | +5.8% | +0.6% | +5.5% |
| 3M | -7.4% | -17.0% | +9.6% | -5.6% |
| 6M | -4.2% | +1.8% | -5.9% | -4.9% |
| YTD | -14.1% | -18.0% | +3.9% | -16.5% |
| 1Y | -4.4% | -35.5% | +31.1% | -7.5% |
| All | -4.4% | -35.1% | +30.7% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 1y: compounded portfolio wealth divided by compounded PINS 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…
1y analysis · Full analysis span regression · 6 months rolling