+845.7%
APO vs Z
-19.5%
+865.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.5% | +6.0% | +1.8% |
| 7D | +8.1% | -6.5% | +14.5% | +9.8% |
| 30D | +3.4% | -0.1% | +3.6% | +3.1% |
| 3M | -6.6% | -14.1% | +7.5% | -3.8% |
| 6M | -7.1% | -30.1% | +23.0% | +0.1% |
| YTD | -14.1% | -57.5% | +43.4% | +3.6% |
| 1Y | -4.7% | -60.3% | +55.6% | +16.7% |
| 3Y | +51.3% | -21.0% | +72.3% | +51.1% |
| 5Y | +82.7% | -54.9% | +137.6% | +97.6% |
| 10Y | +845.7% | -16.0% | +861.7% | +664.7% |
| All | +845.7% | -19.5% | +865.2% | +664.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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