-4.4%
APO vs VICR
+76.0%
-80.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -11.1% | +19.2% | +8.4% |
| 7D | +8.2% | -26.6% | +34.8% | +9.3% |
| 30D | +6.4% | -47.9% | +54.4% | +9.0% |
| 3M | -7.4% | -29.8% | +22.3% | -7.0% |
| 6M | -4.2% | -36.6% | +32.5% | -4.9% |
| YTD | -14.1% | +45.1% | -59.3% | -27.7% |
| 1Y | -4.4% | +80.0% | -84.4% | -24.9% |
| All | -4.4% | +76.0% | -80.3% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 1y: compounded portfolio wealth divided by compounded VICR 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…
1y analysis · Full analysis span regression · 6 months rolling