+829.7%
APO vs Z
+6.9%
+822.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | +0.1% |
| 7D | +0.8% | -4.6% | +5.3% | +1.9% |
| 30D | +1.0% | +8.3% | -7.3% | -1.2% |
| 3M | -8.4% | -11.6% | +3.2% | -6.3% |
| 6M | -9.1% | -33.6% | +24.5% | -1.1% |
| YTD | -18.3% | -56.7% | +38.3% | -2.4% |
| 1Y | -8.0% | -59.1% | +51.1% | +11.2% |
| 3Y | +47.1% | -20.4% | +67.4% | +46.8% |
| 5Y | +67.2% | -55.3% | +122.4% | +80.9% |
| 10Y | +871.8% | -14.2% | +886.1% | +684.7% |
| All | +829.7% | +6.9% | +822.8% | +589.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling