+957.6%
APO vs PLUG
+43.7%
+913.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.5% | -0.9% |
| 7D | -1.0% | -0.9% | -0.1% | -0.9% |
| 30D | +3.5% | +3.3% | +0.1% | +3.0% |
| 3M | +4.5% | -39.7% | +44.3% | +9.7% |
| 6M | +22.8% | -12.5% | +35.3% | +22.4% |
| YTD | -6.5% | +10.2% | -16.7% | -9.8% |
| 1Y | +0.8% | +50.7% | -49.9% | -8.2% |
| 3Y | +62.0% | -74.5% | +136.5% | +60.8% |
| 5Y | +138.2% | -91.8% | +230.0% | +162.0% |
| All | +957.6% | +43.7% | +913.9% | +709.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 10y: compounded portfolio wealth divided by compounded PLUG 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…
10y analysis · Full analysis span regression · 6 months rolling