+1,777.9%
APO vs VICR
+1,116.8%
+661.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.5% | -3.9% | -1.9% |
| 7D | +0.1% | +9.8% | -9.8% | -1.7% |
| 30D | +3.9% | -12.6% | +16.5% | +5.8% |
| 3M | +3.8% | -29.7% | +33.5% | +8.1% |
| 6M | +22.3% | +18.8% | +3.4% | +10.7% |
| YTD | -7.8% | +76.4% | -84.2% | -24.1% |
| 1Y | -0.3% | +282.4% | -282.7% | -31.7% |
| 3Y | +57.1% | +206.2% | -149.1% | +5.4% |
| 5Y | +137.0% | +53.9% | +83.1% | +66.7% |
| 10Y | +946.8% | +1,572.3% | -625.5% | +319.2% |
| All | +1,777.9% | +1,116.8% | +661.1% | +646.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling