+908.2%
APO vs PSA
+101.3%
+807.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -4.9% | -3.6% | -1.3% | -3.4% |
| 30D | -8.4% | -9.4% | +0.9% | -4.5% |
| 3M | -2.1% | -8.2% | +6.1% | +1.4% |
| 6M | +19.2% | -1.8% | +21.1% | +19.4% |
| YTD | -10.5% | +15.7% | -26.3% | -16.9% |
| 1Y | -2.7% | +6.3% | -9.0% | -6.3% |
| 3Y | +52.5% | +21.6% | +30.9% | +33.5% |
| 5Y | +132.1% | +13.5% | +118.6% | +106.8% |
| All | +908.2% | +101.3% | +807.0% | +559.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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