-55.4%
APP vs APO
-5.6%
-49.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +8.1% | +2.6% | +8.0% |
| 7D | +4.5% | +8.2% | -3.7% | +1.7% |
| 30D | -3.6% | +6.4% | -10.0% | -5.8% |
| 3M | -35.3% | -7.4% | -27.8% | -34.1% |
| 6M | -42.8% | -4.2% | -38.6% | -42.6% |
| YTD | -59.7% | -14.1% | -45.5% | -60.4% |
| 1Y | -55.4% | -4.4% | -51.0% | -57.4% |
| All | -55.4% | -5.6% | -49.7% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 1y: compounded portfolio wealth divided by compounded APO 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…
1y analysis · Full analysis span regression · 6 months rolling