-2.5%
APO vs PSA
+26.5%
-28.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | +5.8% | -1.4% | +7.2% | +6.3% |
| 30D | +8.9% | +15.2% | -6.3% | +4.7% |
| 3M | -13.6% | +2.2% | -15.9% | -14.5% |
| 6M | -5.4% | +11.7% | -17.0% | -8.5% |
| YTD | -13.6% | +32.0% | -45.6% | -20.7% |
| 1Y | -2.5% | +26.3% | -28.8% | -9.8% |
| All | -2.5% | +26.5% | -28.9% | -9.8% |
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