+1,570.8%
APO vs PPL
+211.0%
+1,359.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.8% | -5.3% | -4.9% |
| 7D | -1.1% | +1.0% | -2.1% | -1.6% |
| 30D | +1.1% | +6.8% | -5.7% | -2.2% |
| 3M | -9.2% | +3.9% | -13.1% | -11.1% |
| 6M | -9.2% | -2.0% | -7.2% | -8.9% |
| YTD | -18.0% | +5.3% | -23.2% | -21.4% |
| 1Y | -10.9% | +2.2% | -13.1% | -13.4% |
| 3Y | +44.4% | +56.7% | -12.3% | +9.0% |
| 5Y | +67.9% | +49.1% | +18.8% | +29.8% |
| 10Y | +876.2% | +63.6% | +812.5% | +579.4% |
| All | +1,570.8% | +211.0% | +1,359.7% | +679.3% |
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