+47.1%
APO vs PL
+455.3%
-408.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.4% | -10.8% | -1.6% |
| 7D | +0.8% | -6.8% | +7.6% | +1.4% |
| 30D | +1.0% | -29.3% | +30.3% | +4.8% |
| 3M | -8.4% | -44.8% | +36.4% | -2.5% |
| 6M | -9.1% | -68.4% | +59.3% | +1.8% |
| YTD | -18.3% | -36.4% | +18.0% | -18.9% |
| 1Y | -8.0% | +0.7% | -8.7% | -15.7% |
| 3Y | +47.1% | +455.3% | -408.3% | -8.6% |
| All | +47.1% | +455.3% | -408.3% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling