+78.3%
APO vs ROIV
+413.4%
-335.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.4% | +3.1% | -0.7% |
| 7D | +3.5% | +9.2% | -5.7% | +2.2% |
| 30D | +4.4% | +19.9% | -15.5% | +1.7% |
| 3M | -12.1% | +10.6% | -22.7% | -13.7% |
| 6M | -7.2% | +36.1% | -43.3% | -12.0% |
| YTD | -15.1% | +84.3% | -99.4% | -23.3% |
| 1Y | -7.7% | +87.6% | -95.2% | -16.9% |
| 3Y | +49.6% | +353.9% | -304.3% | +18.4% |
| 5Y | +78.3% | +376.1% | -297.8% | +20.4% |
| All | +78.3% | +413.4% | -335.1% | +20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling