+908.2%
APO vs VRSN
+293.8%
+614.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.7% |
| 7D | -4.9% | -1.5% | -3.4% | -4.2% |
| 30D | -8.4% | +0.7% | -9.2% | -8.8% |
| 3M | -2.1% | +0.6% | -2.6% | -3.1% |
| 6M | +19.2% | +21.7% | -2.5% | +5.6% |
| YTD | -10.5% | +20.0% | -30.5% | -20.9% |
| 1Y | -2.7% | +3.2% | -5.9% | -6.7% |
| 3Y | +52.5% | +42.4% | +10.1% | +18.1% |
| 5Y | +132.1% | +33.0% | +99.1% | +84.1% |
| All | +908.2% | +293.8% | +614.4% | +404.5% |
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