+895.2%
APO vs RF
+277.2%
+618.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.2% | +2.5% | +3.5% |
| 7D | +2.3% | -0.1% | +2.4% | +2.5% |
| 30D | +3.0% | +7.0% | -4.0% | -0.6% |
| 3M | -3.7% | -7.0% | +3.3% | +0.3% |
| 6M | -7.5% | +6.8% | -14.3% | -10.8% |
| YTD | -14.5% | +9.9% | -24.4% | -19.0% |
| 1Y | -6.2% | +21.1% | -27.3% | -15.6% |
| 3Y | +51.9% | +119.6% | -67.7% | -0.5% |
| 5Y | +76.5% | +46.2% | +30.3% | +39.8% |
| 10Y | +895.2% | +261.5% | +633.7% | +376.7% |
| All | +895.2% | +277.2% | +618.0% | +376.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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