+873.1%
APO vs Z
+10.9%
+862.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.8% | +0.9% | +3.8% |
| 7D | +2.3% | -5.2% | +7.5% | +3.6% |
| 30D | +3.0% | +5.7% | -2.7% | +1.3% |
| 3M | -3.7% | -8.7% | +5.0% | -2.3% |
| 6M | -7.5% | -26.0% | +18.5% | -1.8% |
| YTD | -14.5% | -55.0% | +40.5% | +1.2% |
| 1Y | -6.2% | -58.0% | +51.8% | +12.7% |
| 3Y | +51.9% | -15.2% | +67.1% | +49.4% |
| 5Y | +76.5% | -53.8% | +130.3% | +89.5% |
| 10Y | +895.2% | -14.5% | +909.8% | +702.0% |
| All | +873.1% | +10.9% | +862.1% | +615.5% |
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