+59.3%
APO vs VSAT
+209.7%
-150.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.0% | -5.6% | -1.0% |
| 7D | -1.0% | +11.8% | -12.8% | -2.0% |
| 30D | +3.5% | -7.0% | +10.5% | +4.0% |
| 3M | +4.5% | +3.3% | +1.3% | +3.4% |
| 6M | +22.8% | +57.4% | -34.7% | +16.3% |
| YTD | -6.5% | +118.6% | -125.1% | -14.2% |
| 1Y | +0.8% | +150.2% | -149.4% | -9.0% |
| All | +59.3% | +209.7% | -150.4% | +34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling