+1,766.1%
APO vs VRSK
+471.6%
+1,294.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.1% | -1.3% |
| 7D | -1.0% | -5.4% | +4.4% | +1.5% |
| 30D | -0.4% | -1.8% | +1.4% | +0.3% |
| 3M | -0.9% | -2.2% | +1.4% | -1.2% |
| 6M | +22.1% | -14.9% | +37.1% | +29.2% |
| YTD | -8.4% | -20.0% | +11.6% | -0.7% |
| 1Y | -0.9% | -33.1% | +32.2% | +16.9% |
| 3Y | +56.1% | -25.6% | +81.8% | +68.9% |
| 5Y | +136.0% | -10.1% | +146.1% | +125.9% |
| 10Y | +949.3% | +128.4% | +820.9% | +519.8% |
| All | +1,766.1% | +471.6% | +1,294.4% | +614.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling