-4.7%
APO vs Q
+30.6%
-35.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.6% |
| 7D | +8.1% | +4.0% | +4.1% | +7.5% |
| 30D | +3.4% | -2.3% | +5.8% | +3.6% |
| 3M | -6.6% | -7.9% | +1.3% | -5.9% |
| 6M | -7.1% | -16.0% | +8.9% | -5.7% |
| YTD | -14.1% | +51.7% | -65.8% | -23.2% |
| 1Y | -4.7% | +28.3% | -33.0% | -11.1% |
| All | -4.7% | +30.6% | -35.3% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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