+151.2%
APO vs PL
+46.6%
+104.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +14.5% | -9.8% | +2.6% |
| 7D | +2.3% | +10.9% | -8.6% | +0.5% |
| 30D | +3.0% | -16.4% | +19.3% | +5.1% |
| 3M | -3.7% | -39.9% | +36.2% | +2.8% |
| 6M | -7.5% | -63.2% | +55.7% | +4.2% |
| YTD | -14.5% | -27.1% | +12.6% | -16.5% |
| 1Y | -6.2% | +12.2% | -18.3% | -16.1% |
| 3Y | +51.9% | +584.3% | -532.4% | -14.7% |
| 5Y | +76.5% | +37.0% | +39.5% | +21.4% |
| All | +151.2% | +46.6% | +104.6% | +73.6% |
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 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