-7.7%
APO vs PSA
+25.5%
-33.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.1% |
| 7D | +3.5% | -2.1% | +5.6% | +4.2% |
| 30D | +4.4% | +15.6% | -11.2% | +0.2% |
| 3M | -12.1% | +4.1% | -16.2% | -13.3% |
| 6M | -7.2% | +9.2% | -16.4% | -9.9% |
| YTD | -15.1% | +32.3% | -47.4% | -22.4% |
| 1Y | -7.7% | +26.2% | -33.8% | -14.8% |
| All | -7.7% | +25.5% | -33.1% | -14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling