+500.0%
APP vs APO
+162.8%
+337.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.4% | +10.3% | +10.2% |
| 7D | +71.2% | +0.8% | +70.4% | +68.3% |
| 30D | +39.1% | +1.0% | +38.0% | +36.1% |
| 3M | +16.5% | -8.4% | +24.9% | +20.9% |
| 6M | -16.6% | -9.1% | -7.4% | -14.1% |
| YTD | -41.9% | -18.3% | -23.6% | -36.5% |
| 1Y | -37.0% | -8.0% | -29.1% | -37.4% |
| 3Y | +892.4% | +47.1% | +845.4% | +567.7% |
| 5Y | +297.3% | +67.2% | +230.1% | +111.6% |
| All | +500.0% | +162.8% | +337.3% | +180.8% |
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