+916.7%
APO vs YUM
+171.3%
+745.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +2.1% |
| 7D | -3.5% | -6.1% | +2.5% | +0.2% |
| 30D | -6.6% | -5.8% | -0.7% | -3.3% |
| 3M | -3.3% | -7.6% | +4.4% | +0.3% |
| 6M | +22.6% | -9.1% | +31.7% | +27.6% |
| YTD | -9.8% | -5.5% | -4.3% | -9.2% |
| 1Y | -3.9% | -3.7% | -0.2% | -4.8% |
| 3Y | +52.5% | +17.8% | +34.7% | +26.6% |
| 5Y | +134.0% | +19.3% | +114.8% | +91.9% |
| All | +916.7% | +171.3% | +745.4% | +426.3% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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