+853.3%
APO vs VSAT
-16.2%
+869.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.9% | +6.7% | +2.6% |
| 7D | +5.8% | +5.9% | -0.1% | +4.5% |
| 30D | +8.9% | +9.7% | -0.8% | +6.0% |
| 3M | -13.6% | -18.3% | +4.7% | -11.8% |
| 6M | -5.4% | -4.1% | -1.3% | -8.2% |
| YTD | -13.6% | +96.5% | -110.2% | -28.3% |
| 1Y | -2.5% | +89.3% | -91.8% | -19.0% |
| 3Y | +50.9% | +270.1% | -219.2% | -7.2% |
| 5Y | +81.4% | +26.4% | +55.0% | +39.5% |
| All | +853.3% | -16.2% | +869.5% | +591.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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