+57.7%
APO vs ROIV
+200.3%
-142.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.9% |
| 7D | -1.0% | +0.6% | -1.6% | -1.1% |
| 30D | +3.5% | +1.0% | +2.5% | +3.0% |
| 3M | +4.5% | +18.3% | -13.8% | +0.4% |
| 6M | +22.8% | +18.3% | +4.5% | +17.5% |
| YTD | -6.5% | +61.0% | -67.5% | -16.9% |
| 1Y | +0.8% | +177.9% | -177.1% | -21.7% |
| All | +57.7% | +200.3% | -142.6% | +14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling