+1,804.4%
APO vs VRSN
+777.1%
+1,027.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -1.0% | +0.1% | -1.1% | -1.0% |
| 30D | +3.5% | -0.2% | +3.6% | +3.4% |
| 3M | +4.5% | -0.3% | +4.8% | +3.9% |
| 6M | +22.8% | +23.0% | -0.2% | +10.0% |
| YTD | -6.5% | +21.3% | -27.8% | -16.3% |
| 1Y | +0.8% | +6.7% | -5.9% | -4.4% |
| 3Y | +62.0% | +45.0% | +17.0% | +29.7% |
| 5Y | +138.2% | +35.0% | +103.2% | +95.4% |
| 10Y | +940.3% | +276.3% | +663.9% | +476.8% |
| All | +1,804.4% | +777.1% | +1,027.3% | +681.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling