+1,804.4%
APO vs PPL
+200.8%
+1,603.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.0% | +2.7% | -3.7% | -2.3% |
| 30D | +3.5% | +0.5% | +3.0% | +3.1% |
| 3M | +4.5% | +0.7% | +3.9% | +3.7% |
| 6M | +22.8% | -7.6% | +30.4% | +26.5% |
| YTD | -6.5% | +1.8% | -8.3% | -8.8% |
| 1Y | +0.8% | -0.8% | +1.6% | -0.5% |
| 3Y | +62.0% | +56.9% | +5.1% | +21.6% |
| 5Y | +138.2% | +39.5% | +98.7% | +90.8% |
| 10Y | +940.3% | +55.4% | +884.9% | +641.1% |
| All | +1,804.4% | +200.8% | +1,603.6% | +803.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling