-4.4%
APO vs ROIV
+97.8%
-102.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +6.1% | +2.0% | +7.5% |
| 7D | +8.2% | +3.0% | +5.2% | +7.8% |
| 30D | +6.4% | +6.8% | -0.4% | +5.7% |
| 3M | -7.4% | +10.5% | -18.0% | -8.7% |
| 6M | -4.2% | +34.8% | -39.0% | -8.7% |
| YTD | -14.1% | +76.2% | -90.3% | -21.8% |
| 1Y | -4.4% | +92.4% | -96.8% | -12.7% |
| All | -4.4% | +97.8% | -102.2% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling