+137.0%
APO vs RUN
-80.3%
+217.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.1% | -1.8% |
| 7D | +0.1% | +10.2% | -10.1% | -1.1% |
| 30D | +3.9% | -9.6% | +13.5% | +5.0% |
| 3M | +3.8% | -31.5% | +35.3% | +7.8% |
| 6M | +22.3% | -18.7% | +41.0% | +23.5% |
| YTD | -7.8% | -49.9% | +42.1% | -2.2% |
| 1Y | -0.3% | -45.5% | +45.2% | +3.8% |
| 3Y | +57.1% | -34.1% | +91.2% | +32.9% |
| 5Y | +137.0% | -79.4% | +216.4% | +139.3% |
| All | +137.0% | -80.3% | +217.3% | +139.3% |
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