+54.8%
APO vs ROKU
+80.8%
-25.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +0.9% | -0.3% |
| 7D | -1.0% | -3.0% | +2.1% | -0.3% |
| 30D | -0.4% | +0.7% | -1.1% | -0.6% |
| 3M | -0.9% | +26.5% | -27.3% | -7.0% |
| 6M | +22.1% | +52.6% | -30.5% | +9.0% |
| YTD | -8.4% | +40.9% | -49.3% | -17.0% |
| 1Y | -0.9% | +57.6% | -58.6% | -13.1% |
| All | +54.8% | +80.8% | -25.9% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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