+132.1%
APO vs QSR
+40.6%
+91.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.7% | -2.1% |
| 7D | -4.9% | -4.7% | -0.2% | -2.9% |
| 30D | -8.4% | +4.3% | -12.7% | -10.2% |
| 3M | -2.1% | +5.4% | -7.5% | -4.8% |
| 6M | +19.2% | +8.2% | +11.1% | +14.1% |
| YTD | -10.5% | +14.1% | -24.7% | -17.0% |
| 1Y | -2.7% | +28.1% | -30.8% | -15.2% |
| 3Y | +52.5% | +25.3% | +27.2% | +28.2% |
| 5Y | +132.1% | +40.4% | +91.7% | +70.5% |
| All | +132.1% | +40.6% | +91.5% | +70.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling