+971.2%
APO vs RUN
-31.9%
+1,003.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -1.0% | +1.3% | -2.3% | -1.2% |
| 30D | +3.5% | -15.3% | +18.7% | +5.6% |
| 3M | +4.5% | -40.0% | +44.5% | +11.4% |
| 6M | +22.8% | -27.0% | +49.7% | +26.2% |
| YTD | -6.5% | -51.7% | +45.2% | +0.7% |
| 1Y | +0.8% | -45.9% | +46.7% | +5.4% |
| 3Y | +62.0% | -43.8% | +105.7% | +39.8% |
| 5Y | +138.2% | -80.5% | +218.7% | +130.6% |
| 10Y | +940.3% | +45.3% | +895.0% | +565.4% |
| All | +971.2% | -31.9% | +1,003.2% | +601.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling