+916.7%
APO vs ZBH
-16.2%
+932.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.3% |
| 7D | -3.5% | -4.7% | +1.2% | -1.4% |
| 30D | -6.6% | -4.5% | -2.1% | -4.6% |
| 3M | -3.3% | +7.6% | -10.8% | -7.2% |
| 6M | +22.6% | +0.3% | +22.3% | +20.7% |
| YTD | -9.8% | +4.5% | -14.3% | -13.2% |
| 1Y | -3.9% | -9.4% | +5.5% | -2.2% |
| 3Y | +52.5% | -21.5% | +73.9% | +62.1% |
| 5Y | +134.0% | -28.4% | +162.4% | +157.2% |
| All | +916.7% | -16.2% | +932.9% | +848.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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