+946.8%
APO vs ROL
+203.4%
+743.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | -0.4% |
| 7D | +0.1% | -3.4% | +3.5% | +1.4% |
| 30D | +3.9% | -6.9% | +10.8% | +6.7% |
| 3M | +3.8% | -24.6% | +28.4% | +15.0% |
| 6M | +22.3% | -39.5% | +61.8% | +47.5% |
| YTD | -7.8% | -41.1% | +33.3% | +11.7% |
| 1Y | -0.3% | -37.9% | +37.6% | +17.5% |
| 3Y | +57.1% | +0.8% | +56.3% | +46.7% |
| 5Y | +137.0% | -4.7% | +141.6% | +120.7% |
| 10Y | +946.8% | +207.9% | +739.0% | +479.5% |
| All | +946.8% | +203.4% | +743.4% | +479.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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