+202.3%
APO vs QS
-47.4%
+249.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.6% | -2.3% |
| 7D | -4.9% | -5.0% | +0.1% | -4.5% |
| 30D | -8.4% | -18.3% | +9.9% | -6.9% |
| 3M | -2.1% | -26.0% | +23.9% | 0.0% |
| 6M | +19.2% | -24.0% | +43.3% | +20.9% |
| YTD | -10.5% | -50.3% | +39.8% | -6.2% |
| 1Y | -2.7% | -38.0% | +35.3% | -0.9% |
| 3Y | +52.5% | -24.6% | +77.1% | +44.8% |
| 5Y | +132.1% | -75.4% | +207.5% | +125.8% |
| All | +202.3% | -47.4% | +249.7% | +208.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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