+506.6%
APP vs APO
+176.2%
+330.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -4.0% | -3.8% |
| 7D | +61.1% | +8.1% | +53.0% | +51.7% |
| 30D | +42.8% | +3.4% | +39.3% | +37.7% |
| 3M | +16.7% | -6.6% | +23.3% | +19.8% |
| 6M | -15.6% | -7.1% | -8.5% | -13.9% |
| YTD | -41.3% | -14.1% | -27.2% | -37.9% |
| 1Y | -39.3% | -4.7% | -34.6% | -40.8% |
| 3Y | +803.2% | +51.3% | +751.9% | +497.2% |
| 5Y | +313.2% | +82.7% | +230.4% | +109.3% |
| All | +506.6% | +176.2% | +330.4% | +174.5% |
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 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