+1,628.9%
APO vs PODD
+622.6%
+1,006.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | +3.5% | -4.4% | +7.9% | +4.7% |
| 30D | +4.4% | +8.1% | -3.7% | +2.3% |
| 3M | -12.1% | +2.9% | -15.0% | -12.8% |
| 6M | -7.2% | -5.7% | -1.5% | -7.2% |
| YTD | -15.1% | -47.5% | +32.4% | -1.5% |
| 1Y | -7.7% | -55.7% | +48.0% | +11.8% |
| 3Y | +49.6% | -3.7% | +53.3% | +42.9% |
| 5Y | +78.3% | -52.6% | +130.9% | +98.5% |
| 10Y | +827.7% | +320.3% | +507.4% | +481.8% |
| All | +1,628.9% | +622.6% | +1,006.3% | +696.7% |
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