+1,777.9%
APO vs VIAV
+239.8%
+1,538.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +11.2% | -12.6% | -4.6% |
| 7D | +0.1% | +11.3% | -11.2% | -3.2% |
| 30D | +3.9% | -1.0% | +4.9% | +2.8% |
| 3M | +3.8% | -20.5% | +24.3% | +7.4% |
| 6M | +22.3% | +39.0% | -16.7% | +2.8% |
| YTD | -7.8% | +117.5% | -125.3% | -34.8% |
| 1Y | -0.3% | +233.8% | -234.1% | -40.3% |
| 3Y | +57.1% | +295.4% | -238.3% | -14.5% |
| 5Y | +137.0% | +134.3% | +2.7% | +52.9% |
| 10Y | +946.8% | +398.7% | +548.1% | +428.9% |
| All | +1,777.9% | +239.8% | +1,538.1% | +812.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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