+80.8%
APO vs RUN
-83.2%
+164.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.1% | -4.0% | -0.3% |
| 7D | +0.2% | +3.2% | -3.0% | -0.5% |
| 30D | +3.1% | +19.5% | -16.4% | +0.5% |
| 3M | -12.0% | -9.6% | -2.4% | -11.5% |
| 6M | -5.0% | -37.3% | +32.4% | -1.0% |
| YTD | -14.0% | -50.7% | +36.7% | -9.2% |
| 1Y | -5.9% | -54.1% | +48.1% | -0.1% |
| 3Y | +51.6% | -3.9% | +55.5% | +18.4% |
| 5Y | +80.8% | -84.4% | +165.2% | +89.4% |
| All | +80.8% | -83.2% | +164.0% | +89.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling