+129.2%
APO vs VRSK
-11.8%
+141.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -3.5% | -5.2% | +1.7% | -2.0% |
| 30D | -6.6% | -2.3% | -4.2% | -6.0% |
| 3M | -3.3% | -2.9% | -0.4% | -3.3% |
| 6M | +22.6% | -12.8% | +35.4% | +26.9% |
| YTD | -9.8% | -20.8% | +11.0% | -3.3% |
| 1Y | -3.9% | -33.2% | +29.3% | +10.5% |
| 3Y | +52.5% | -26.6% | +79.0% | +62.5% |
| All | +129.2% | -11.8% | +141.0% | +108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 5y: compounded portfolio wealth divided by compounded VRSK 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…
5y analysis · Full analysis span regression · 6 months rolling