-2.5%
APO vs PL
+12.6%
-15.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.4% | +1.8% |
| 7D | +5.8% | +10.0% | -4.3% | +5.3% |
| 30D | +8.9% | -2.3% | +11.2% | +8.8% |
| 3M | -13.6% | -44.2% | +30.6% | -11.9% |
| 6M | -5.4% | -66.1% | +60.7% | -2.0% |
| YTD | -13.6% | -30.0% | +16.3% | -13.9% |
| 1Y | -2.5% | +21.0% | -23.5% | -3.6% |
| All | -2.5% | +12.6% | -15.0% | -3.6% |
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