+1,777.9%
APO vs VIVK
-100.0%
+1,877.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +7.7% | -9.0% | -1.4% |
| 7D | +0.1% | +13.1% | -13.0% | +0.1% |
| 30D | +3.9% | -29.7% | +33.5% | +3.9% |
| 3M | +3.8% | -93.0% | +96.7% | +4.1% |
| 6M | +22.3% | -98.0% | +120.3% | +22.7% |
| YTD | -7.8% | -97.8% | +90.0% | -7.6% |
| 1Y | -0.3% | -100.0% | +99.6% | +0.4% |
| 3Y | +57.1% | -100.0% | +157.1% | +58.2% |
| 5Y | +137.0% | -100.0% | +237.0% | +138.6% |
| 10Y | +946.8% | -100.0% | +1,046.8% | +943.2% |
| All | +1,777.9% | -100.0% | +1,877.9% | +1,732.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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