+80.8%
APO vs VRSN
+37.7%
+43.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.2% |
| 7D | +0.2% | -1.2% | +1.4% | +0.6% |
| 30D | +3.1% | +3.8% | -0.6% | +1.6% |
| 3M | -12.0% | +9.5% | -21.5% | -15.2% |
| 6M | -5.0% | +10.3% | -15.2% | -9.4% |
| YTD | -14.0% | +30.5% | -44.5% | -24.7% |
| 1Y | -5.9% | +27.9% | -33.8% | -17.0% |
| 3Y | +51.6% | +54.3% | -2.7% | +18.0% |
| 5Y | +80.8% | +37.2% | +43.6% | +47.9% |
| All | +80.8% | +37.7% | +43.1% | +47.9% |
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