+448.7%
AXP vs APO
+857.2%
-408.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | +0.6% | +0.8% | -0.2% | 0.0% |
| 30D | +5.8% | +1.0% | +4.8% | +4.9% |
| 3M | -6.0% | -8.4% | +2.4% | -2.6% |
| 6M | +0.3% | -9.1% | +9.4% | +3.6% |
| YTD | -12.3% | -18.3% | +6.1% | -5.2% |
| 1Y | -11.2% | -8.0% | -3.3% | -9.8% |
| 3Y | +117.0% | +47.1% | +70.0% | +68.6% |
| 5Y | +93.2% | +67.2% | +26.0% | +34.5% |
| All | +448.7% | +857.2% | -408.5% | +87.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling