+57.1%
APO vs Z
-37.5%
+94.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.4% | +5.1% | +0.2% |
| 7D | +0.1% | -3.3% | +3.3% | +0.9% |
| 30D | +3.9% | -3.7% | +7.6% | +4.7% |
| 3M | +3.8% | -7.0% | +10.7% | +5.1% |
| 6M | +22.3% | -29.5% | +51.8% | +32.4% |
| YTD | -7.8% | -52.6% | +44.8% | +8.8% |
| 1Y | -0.3% | -64.0% | +63.7% | +24.8% |
| 3Y | +57.1% | -36.4% | +93.6% | +79.8% |
| All | +57.1% | -37.5% | +94.6% | +79.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling