+152.8%
APO vs PL
+46.3%
+106.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | +0.2% | +13.4% | -13.2% | -1.8% |
| 30D | +3.1% | -10.2% | +13.3% | +4.2% |
| 3M | -12.0% | -39.5% | +27.5% | -6.2% |
| 6M | -5.0% | -65.7% | +60.8% | +8.3% |
| YTD | -14.0% | -27.3% | +13.3% | -16.0% |
| 1Y | -5.9% | +15.0% | -20.9% | -16.2% |
| 3Y | +51.6% | +560.8% | -509.3% | -14.3% |
| 5Y | +80.8% | +38.4% | +42.4% | +24.2% |
| All | +152.8% | +46.3% | +106.4% | +74.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling