+136.0%
APO vs VRSN
+30.8%
+105.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.3% |
| 7D | -1.0% | -1.0% | +0.1% | -0.6% |
| 30D | -0.4% | -1.9% | +1.5% | +0.3% |
| 3M | -0.9% | +1.4% | -2.3% | -1.9% |
| 6M | +22.1% | +19.0% | +3.1% | +11.6% |
| YTD | -8.4% | +19.2% | -27.6% | -16.8% |
| 1Y | -0.9% | +1.7% | -2.6% | -2.9% |
| 3Y | +56.1% | +41.4% | +14.7% | +25.4% |
| 5Y | +136.0% | +31.7% | +104.4% | +103.7% |
| All | +136.0% | +30.8% | +105.3% | +103.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling