+67.9%
APO vs PL
+11.6%
+56.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -10.1% | +5.6% | -3.0% |
| 7D | -1.1% | -20.5% | +19.5% | +2.0% |
| 30D | +1.1% | -38.8% | +39.9% | +8.1% |
| 3M | -9.2% | -49.1% | +39.9% | -0.7% |
| 6M | -9.2% | -69.4% | +60.1% | +4.9% |
| YTD | -18.0% | -42.3% | +24.4% | -17.0% |
| 1Y | -10.9% | -14.2% | +3.3% | -17.0% |
| 3Y | +44.4% | +398.7% | -354.2% | -14.7% |
| 5Y | +67.9% | +11.1% | +56.8% | +16.2% |
| All | +67.9% | +11.6% | +56.3% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling