+132.1%
APO vs USHY
+20.9%
+111.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -1.0% |
| 7D | -4.9% | -0.7% | -4.2% | -3.0% |
| 30D | -8.4% | -0.5% | -7.9% | -7.0% |
| 3M | -2.1% | +0.5% | -2.6% | -3.2% |
| 6M | +19.2% | +1.5% | +17.7% | +15.0% |
| YTD | -10.5% | +1.7% | -12.3% | -14.1% |
| 1Y | -2.7% | +3.5% | -6.3% | -10.7% |
| 3Y | +52.5% | +27.2% | +25.3% | -12.3% |
| 5Y | +132.1% | +21.0% | +111.1% | +79.6% |
| All | +132.1% | +20.9% | +111.2% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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