+916.7%
APO vs QSR
+135.2%
+781.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.5% |
| 7D | -3.5% | -4.0% | +0.5% | -1.4% |
| 30D | -6.6% | +2.8% | -9.3% | -8.0% |
| 3M | -3.3% | +5.1% | -8.4% | -6.4% |
| 6M | +22.6% | +8.8% | +13.8% | +15.8% |
| YTD | -9.8% | +14.8% | -24.6% | -17.7% |
| 1Y | -3.9% | +25.7% | -29.6% | -17.1% |
| 3Y | +52.5% | +27.5% | +24.9% | +26.1% |
| 5Y | +134.0% | +41.3% | +92.8% | +79.8% |
| All | +916.7% | +135.2% | +781.5% | +502.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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