+414.6%
APO vs PINS
-23.0%
+437.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.2% | +8.6% | +1.5% |
| 7D | -1.0% | -13.9% | +12.9% | +2.3% |
| 30D | -0.4% | -25.0% | +24.6% | +6.1% |
| 3M | -0.9% | -16.6% | +15.7% | +2.5% |
| 6M | +22.1% | -7.0% | +29.1% | +22.7% |
| YTD | -8.4% | -29.4% | +21.0% | -2.8% |
| 1Y | -0.9% | -49.9% | +49.0% | +12.6% |
| 3Y | +56.1% | -33.6% | +89.8% | +60.9% |
| 5Y | +136.0% | -66.8% | +202.8% | +158.5% |
| All | +414.6% | -23.0% | +437.6% | +260.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling