+908.2%
APO vs PODD
+229.6%
+678.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -1.7% |
| 7D | -4.9% | -10.6% | +5.7% | -2.1% |
| 30D | -8.4% | -6.9% | -1.5% | -6.7% |
| 3M | -2.1% | -10.6% | +8.6% | -0.4% |
| 6M | +19.2% | -43.5% | +62.7% | +36.3% |
| YTD | -10.5% | -52.6% | +42.1% | +7.2% |
| 1Y | -2.7% | -60.1% | +57.4% | +21.8% |
| 3Y | +52.5% | -21.7% | +74.1% | +52.6% |
| 5Y | +132.1% | -54.6% | +186.6% | +162.6% |
| All | +908.2% | +229.6% | +678.6% | +704.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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