-2.7%
APO vs VSAT
+138.1%
-140.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.5% | -4.9% | -2.6% |
| 7D | -4.9% | +3.4% | -8.3% | -5.3% |
| 30D | -8.4% | -12.2% | +3.8% | -7.4% |
| 3M | -2.1% | +20.6% | -22.7% | -4.7% |
| 6M | +19.2% | +60.2% | -40.9% | +11.2% |
| YTD | -10.5% | +115.3% | -125.8% | -20.1% |
| 1Y | -2.7% | +154.6% | -157.3% | -12.4% |
| All | -2.7% | +138.1% | -140.8% | -12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling