-4.4%
APO vs PL
-0.6%
-3.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -6.4% | +14.5% | +8.3% |
| 7D | +8.2% | -11.7% | +19.9% | +8.7% |
| 30D | +6.4% | -27.1% | +33.6% | +7.8% |
| 3M | -7.4% | -44.6% | +37.1% | -5.2% |
| 6M | -4.2% | -67.2% | +63.0% | -0.1% |
| YTD | -14.1% | -35.9% | +21.7% | -14.8% |
| 1Y | -4.4% | -0.4% | -4.0% | -8.6% |
| All | -4.4% | -0.6% | -3.8% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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