+895.2%
APO vs PR
+66.7%
+828.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.1% | +5.7% | +4.8% |
| 7D | +2.3% | -12.4% | +14.7% | +3.8% |
| 30D | +3.0% | -6.6% | +9.5% | +3.6% |
| 3M | -3.7% | +7.5% | -11.2% | -4.9% |
| 6M | -7.5% | +10.8% | -18.3% | -9.2% |
| YTD | -14.5% | +57.0% | -71.5% | -19.9% |
| 1Y | -6.2% | +67.9% | -74.1% | -12.8% |
| 3Y | +51.9% | +87.6% | -35.7% | +39.0% |
| 5Y | +76.5% | +220.4% | -143.9% | +50.1% |
| 10Y | +895.2% | +64.8% | +830.4% | +811.8% |
| All | +895.2% | +66.7% | +828.5% | +811.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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