+391.7%
APP vs APO
+200.8%
+190.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.7% |
| 7D | +0.9% | -1.0% | +1.9% | +1.5% |
| 30D | -23.3% | +3.5% | -26.7% | -25.7% |
| 3M | -42.6% | +4.5% | -47.2% | -45.4% |
| 6M | -33.6% | +22.8% | -56.4% | -44.4% |
| YTD | -52.4% | -6.5% | -45.9% | -52.0% |
| 1Y | -35.9% | +0.8% | -36.7% | -39.7% |
| 3Y | +642.2% | +62.0% | +580.2% | +372.6% |
| 5Y | +311.1% | +138.2% | +172.8% | +83.9% |
| All | +391.7% | +200.8% | +190.8% | +112.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling