+174.0%
APO vs ROIV
+270.3%
-96.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.2% | -6.6% | -1.3% |
| 7D | +0.8% | +5.3% | -4.6% | +0.1% |
| 30D | +1.0% | +11.9% | -10.8% | -0.5% |
| 3M | -8.4% | +10.7% | -19.1% | -10.0% |
| 6M | -9.1% | +34.9% | -44.0% | -13.4% |
| YTD | -18.3% | +79.2% | -97.5% | -25.5% |
| 1Y | -8.0% | +89.0% | -97.0% | -16.7% |
| 3Y | +47.1% | +337.3% | -290.3% | +18.7% |
| 5Y | +67.2% | +402.3% | -335.2% | +18.9% |
| All | +174.0% | +270.3% | -96.3% | +98.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling