+895.2%
APO vs PPL
+62.1%
+833.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +4.9% | +4.8% |
| 7D | +2.3% | -1.2% | +3.5% | +3.0% |
| 30D | +3.0% | +4.2% | -1.2% | +0.7% |
| 3M | -3.7% | +1.5% | -5.2% | -4.6% |
| 6M | -7.5% | +1.0% | -8.5% | -8.6% |
| YTD | -14.5% | +4.4% | -18.9% | -18.0% |
| 1Y | -6.2% | +0.8% | -6.9% | -8.3% |
| 3Y | +51.9% | +56.5% | -4.6% | +11.7% |
| 5Y | +76.5% | +47.7% | +28.8% | +33.7% |
| 10Y | +895.2% | +64.4% | +830.8% | +585.9% |
| All | +895.2% | +62.1% | +833.1% | +585.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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