+877.5%
APP vs APO
+52.4%
+825.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.2% | +2.2% |
| 7D | +48.9% | +0.2% | +48.8% | +47.8% |
| 30D | +49.4% | +3.1% | +46.3% | +45.1% |
| 3M | +27.0% | -12.0% | +39.0% | +35.7% |
| 6M | -15.4% | -5.0% | -10.4% | -14.9% |
| YTD | -39.9% | -14.0% | -25.9% | -36.5% |
| 1Y | -32.0% | -5.9% | -26.0% | -32.7% |
| All | +877.5% | +52.4% | +825.1% | +582.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling