+653.5%
APP vs APO
+61.7%
+591.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.6% |
| 7D | +0.9% | -1.0% | +1.9% | +1.4% |
| 30D | -23.3% | +3.5% | -26.7% | -25.4% |
| 3M | -42.6% | +4.5% | -47.2% | -45.1% |
| 6M | -33.6% | +22.8% | -56.4% | -43.4% |
| YTD | -52.4% | -6.5% | -45.9% | -51.8% |
| 1Y | -35.9% | +0.8% | -36.7% | -39.1% |
| All | +653.5% | +61.7% | +591.9% | +460.4% |
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 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