+82.7%
APO vs PL
+36.0%
+46.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.5% |
| 7D | +8.1% | +5.6% | +2.5% | +6.9% |
| 30D | +3.4% | -16.9% | +20.4% | +5.7% |
| 3M | -6.6% | -38.2% | +31.6% | -0.7% |
| 6M | -7.1% | -63.4% | +56.4% | +4.7% |
| YTD | -14.1% | -27.6% | +13.5% | -16.1% |
| 1Y | -4.7% | +6.6% | -11.3% | -14.1% |
| 3Y | +51.3% | +557.6% | -506.3% | -14.4% |
| 5Y | +82.7% | +39.5% | +43.2% | +23.0% |
| All | +82.7% | +36.0% | +46.7% | +23.0% |
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