+188.6%
APO vs ROIV
+298.6%
-110.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | 0.0% |
| 7D | +0.2% | +9.5% | -9.3% | -1.1% |
| 30D | +3.1% | +21.0% | -17.9% | +0.5% |
| 3M | -12.0% | +18.7% | -30.7% | -14.3% |
| 6M | -5.0% | +44.5% | -49.5% | -10.3% |
| YTD | -14.0% | +92.9% | -106.9% | -22.3% |
| 1Y | -5.9% | +100.2% | -106.2% | -15.5% |
| 3Y | +51.6% | +375.0% | -323.5% | +21.1% |
| 5Y | +80.8% | +435.2% | -354.4% | +27.3% |
| All | +188.6% | +298.6% | -110.0% | +106.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling