+82.7%
APO vs VSAT
+36.3%
+46.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.2% | +0.4% |
| 7D | +8.1% | -0.5% | +8.6% | +7.8% |
| 30D | +3.4% | +4.0% | -0.5% | +2.3% |
| 3M | -6.6% | -11.8% | +5.1% | -6.1% |
| 6M | -7.1% | +6.9% | -14.0% | -9.9% |
| YTD | -14.1% | +117.2% | -131.4% | -24.5% |
| 1Y | -4.7% | +102.4% | -107.1% | -15.8% |
| 3Y | +51.3% | +295.5% | -244.2% | +11.5% |
| 5Y | +82.7% | +37.0% | +45.7% | +55.2% |
| All | +82.7% | +36.3% | +46.4% | +55.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling