+471.1%
APO vs USHY
+50.7%
+420.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.5% |
| 7D | -1.0% | -0.1% | -0.9% | -0.6% |
| 30D | +3.5% | +0.1% | +3.4% | +3.3% |
| 3M | +4.5% | +0.8% | +3.7% | +2.4% |
| 6M | +22.8% | +1.7% | +21.0% | +17.4% |
| YTD | -6.5% | +2.5% | -9.0% | -12.2% |
| 1Y | +0.8% | +4.4% | -3.6% | -9.8% |
| 3Y | +62.0% | +27.4% | +34.6% | -12.0% |
| 5Y | +138.2% | +21.7% | +116.5% | +53.2% |
| All | +471.1% | +50.7% | +420.4% | +120.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling