+1,766.1%
APO vs PSLV
+25.1%
+1,741.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -1.0% |
| 7D | -1.0% | +3.3% | -4.3% | -1.5% |
| 30D | -0.4% | +2.1% | -2.5% | -0.8% |
| 3M | -0.9% | +7.1% | -8.0% | -2.1% |
| 6M | +22.1% | -21.6% | +43.7% | +25.3% |
| YTD | -8.4% | -6.7% | -1.7% | -10.7% |
| 1Y | -0.9% | +59.3% | -60.2% | -12.3% |
| 3Y | +56.1% | +182.1% | -126.0% | +24.4% |
| 5Y | +136.0% | +162.6% | -26.6% | +88.1% |
| 10Y | +949.3% | +203.0% | +746.3% | +693.6% |
| All | +1,766.1% | +25.1% | +1,741.0% | +1,430.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling