-5.4%
APO vs RUN
-39.4%
+34.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.5% | +1.7% |
| 7D | +5.8% | -13.5% | +19.3% | +6.3% |
| 30D | +8.9% | +18.3% | -9.4% | +7.0% |
| 3M | -13.6% | -12.5% | -1.2% | -13.6% |
| 6M | -5.4% | -40.3% | +34.9% | -5.4% |
| All | -5.4% | -39.4% | +34.1% | -5.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling