+137.0%
APO vs PINS
-63.8%
+200.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.1% |
| 7D | +0.1% | -5.2% | +5.3% | +1.5% |
| 30D | +3.9% | -14.9% | +18.8% | +8.2% |
| 3M | +3.8% | -8.4% | +12.2% | +5.3% |
| 6M | +22.3% | +0.6% | +21.6% | +20.4% |
| YTD | -7.8% | -22.2% | +14.4% | -3.6% |
| 1Y | -0.3% | -46.9% | +46.6% | +14.3% |
| 3Y | +57.1% | -26.9% | +84.0% | +57.4% |
| 5Y | +137.0% | -63.0% | +199.9% | +138.1% |
| All | +137.0% | -63.8% | +200.8% | +138.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling