+382.2%
APO vs PINS
-20.2%
+402.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.6% |
| 7D | +8.1% | -6.9% | +15.0% | +9.9% |
| 30D | +3.4% | -11.4% | +14.9% | +6.1% |
| 3M | -6.6% | -22.2% | +15.6% | -1.8% |
| 6M | -7.1% | -10.9% | +3.8% | -6.0% |
| YTD | -14.1% | -26.8% | +12.7% | -10.0% |
| 1Y | -4.7% | -29.8% | +25.1% | +0.9% |
| 3Y | +51.3% | -39.0% | +90.3% | +59.4% |
| 5Y | +82.7% | -58.7% | +141.4% | +92.1% |
| All | +382.2% | -20.2% | +402.4% | +233.9% |
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