+82.7%
APO vs PODD
-53.5%
+136.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.8% |
| 7D | +8.1% | -4.4% | +12.5% | +9.4% |
| 30D | +3.4% | +9.4% | -6.0% | +1.1% |
| 3M | -6.6% | +3.6% | -10.3% | -7.5% |
| 6M | -7.1% | -4.0% | -3.1% | -7.5% |
| YTD | -14.1% | -47.9% | +33.8% | +0.8% |
| 1Y | -4.7% | -53.8% | +49.1% | +15.5% |
| 3Y | +51.3% | -4.5% | +55.8% | +43.4% |
| 5Y | +82.7% | -51.9% | +134.6% | +114.9% |
| All | +82.7% | -53.5% | +136.2% | +114.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling