+837.0%
APO vs VRSN
+291.7%
+545.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.0% |
| 7D | +3.5% | +0.1% | +3.3% | +3.4% |
| 30D | +4.4% | +3.6% | +0.8% | +2.5% |
| 3M | -12.1% | +10.8% | -22.8% | -16.7% |
| 6M | -7.2% | +9.9% | -17.2% | -12.9% |
| YTD | -15.1% | +29.8% | -44.9% | -28.1% |
| 1Y | -7.7% | +26.3% | -34.0% | -20.7% |
| 3Y | +49.6% | +53.5% | -3.9% | +11.4% |
| 5Y | +78.3% | +34.8% | +43.5% | +40.9% |
| All | +837.0% | +291.7% | +545.3% | +298.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling