+3.8%
APO vs Q
+79.8%
-76.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | +0.5% |
| 7D | -3.5% | +4.9% | -8.4% | -4.2% |
| 30D | -6.6% | -11.0% | +4.4% | -4.9% |
| 3M | -3.3% | -15.2% | +11.9% | -1.2% |
| 6M | +22.6% | +8.8% | +13.8% | +19.2% |
| YTD | -9.8% | +55.1% | -64.9% | -20.3% |
| All | +3.8% | +79.8% | -76.0% | -2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling