+425.1%
APO vs PINS
-14.1%
+439.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.5% | -0.1% |
| 7D | -1.0% | -12.0% | +11.0% | +1.8% |
| 30D | +3.5% | -12.7% | +16.1% | +6.6% |
| 3M | +4.5% | -5.5% | +10.0% | +5.2% |
| 6M | +22.8% | +5.3% | +17.5% | +20.0% |
| YTD | -6.5% | -21.2% | +14.7% | -3.1% |
| 1Y | +0.8% | -45.0% | +45.9% | +12.4% |
| 3Y | +62.0% | -26.2% | +88.2% | +63.1% |
| 5Y | +138.2% | -64.0% | +202.2% | +156.0% |
| All | +425.1% | -14.1% | +439.2% | +259.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling