+135.5%
APO vs S
-57.8%
+193.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -0.9% |
| 7D | +0.1% | -5.8% | +5.9% | +1.4% |
| 30D | +3.9% | -9.2% | +13.1% | +5.8% |
| 3M | +3.8% | +23.4% | -19.6% | -1.5% |
| 6M | +22.3% | +36.9% | -14.6% | +12.6% |
| YTD | -7.8% | +29.5% | -37.3% | -14.3% |
| 1Y | -0.3% | +5.4% | -5.8% | -3.7% |
| 3Y | +57.1% | +14.7% | +42.4% | +44.3% |
| 5Y | +137.0% | -71.5% | +208.5% | +149.7% |
| All | +135.5% | -57.8% | +193.2% | +143.3% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 10y: compounded portfolio wealth divided by compounded S 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…
10y analysis · Full analysis span regression · 6 months rolling