+57.1%
APO vs RUN
-35.6%
+92.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.1% | -1.6% |
| 7D | +0.1% | +10.2% | -10.1% | -0.5% |
| 30D | +3.9% | -9.6% | +13.5% | +4.4% |
| 3M | +3.8% | -31.5% | +35.3% | +5.7% |
| 6M | +22.3% | -18.7% | +41.0% | +22.9% |
| YTD | -7.8% | -49.9% | +42.1% | -5.0% |
| 1Y | -0.3% | -45.5% | +45.2% | +2.1% |
| 3Y | +57.1% | -34.1% | +91.2% | +50.8% |
| All | +57.1% | -35.6% | +92.7% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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