+129.2%
APO vs PSLV
+154.2%
-25.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.8% |
| 7D | -3.5% | -3.5% | -0.1% | -3.1% |
| 30D | -6.6% | -2.1% | -4.4% | -6.4% |
| 3M | -3.3% | -1.6% | -1.6% | -3.3% |
| 6M | +22.6% | -25.5% | +48.1% | +26.0% |
| YTD | -9.8% | -11.4% | +1.6% | -12.9% |
| 1Y | -3.9% | +48.6% | -52.5% | -17.6% |
| 3Y | +52.5% | +166.9% | -114.4% | +13.3% |
| All | +129.2% | +154.2% | -25.1% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 5y: compounded portfolio wealth divided by compounded PSLV 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…
5y analysis · Full analysis span regression · 6 months rolling