+51.9%
APO vs S
+49.1%
+2.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +8.0% | -3.4% | +2.8% |
| 7D | +2.3% | +1.6% | +0.7% | +1.9% |
| 30D | +3.0% | -10.5% | +13.5% | +5.2% |
| 3M | -3.7% | +9.9% | -13.6% | -7.0% |
| 6M | -7.5% | +41.8% | -49.3% | -16.9% |
| YTD | -14.5% | +56.8% | -71.3% | -26.0% |
| 1Y | -6.2% | +39.0% | -45.2% | -16.5% |
| 3Y | +51.9% | +53.8% | -1.9% | +38.7% |
| All | +51.9% | +49.1% | +2.8% | +38.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling