+853.3%
APO vs VRSN
+292.3%
+561.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | +5.8% | +1.4% | +4.3% | +5.0% |
| 30D | +8.9% | +3.9% | +5.0% | +6.7% |
| 3M | -13.6% | +9.3% | -23.0% | -17.7% |
| 6M | -5.4% | +6.7% | -12.0% | -9.6% |
| YTD | -13.6% | +30.0% | -43.7% | -26.9% |
| 1Y | -2.5% | +26.0% | -28.5% | -16.1% |
| 3Y | +50.9% | +53.1% | -2.3% | +12.5% |
| 5Y | +81.4% | +35.0% | +46.4% | +43.2% |
| All | +853.3% | +292.3% | +561.0% | +305.2% |
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