+1,804.4%
APO vs PODD
+613.8%
+1,190.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.4% | -0.1% |
| 7D | -1.0% | +1.6% | -2.6% | -1.4% |
| 30D | +3.5% | +10.7% | -7.2% | +0.7% |
| 3M | +4.5% | +0.7% | +3.8% | +3.0% |
| 6M | +22.8% | -39.3% | +62.1% | +37.3% |
| YTD | -6.5% | -48.1% | +41.6% | +8.9% |
| 1Y | +0.8% | -57.4% | +58.3% | +23.3% |
| 3Y | +62.0% | -23.3% | +85.2% | +63.1% |
| 5Y | +138.2% | -51.3% | +189.5% | +163.5% |
| 10Y | +940.3% | +242.0% | +698.2% | +581.4% |
| All | +1,804.4% | +613.8% | +1,190.6% | +780.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling