+916.7%
APO vs PSKY
-74.6%
+991.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.4% |
| 7D | -3.5% | -2.4% | -1.1% | -3.0% |
| 30D | -6.6% | +11.6% | -18.1% | -8.9% |
| 3M | -3.3% | +1.5% | -4.8% | -4.0% |
| 6M | +22.6% | +7.7% | +14.9% | +19.5% |
| YTD | -9.8% | -20.1% | +10.3% | -7.2% |
| 1Y | -3.9% | -38.3% | +34.4% | +4.3% |
| 3Y | +52.5% | -17.7% | +70.2% | +40.6% |
| 5Y | +134.0% | -69.9% | +203.9% | +177.7% |
| All | +916.7% | -74.6% | +991.3% | +835.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 PSKY 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