+137.9%
APO vs PL
+82.7%
+55.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.6% | -0.4% |
| 7D | -1.0% | -9.3% | +8.3% | +0.3% |
| 30D | +3.5% | -18.9% | +22.4% | +6.5% |
| 3M | +4.5% | -58.4% | +62.9% | +17.0% |
| 6M | +22.8% | -30.3% | +53.1% | +23.7% |
| YTD | -6.5% | -8.1% | +1.6% | -11.0% |
| 1Y | +0.8% | +180.5% | -179.7% | -24.2% |
| 3Y | +62.0% | +444.1% | -382.2% | -3.0% |
| All | +137.9% | +82.7% | +55.2% | +62.4% |
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