+214.8%
B vs APO
+837.1%
-622.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.8% |
| 7D | -7.3% | +5.8% | -13.1% | -7.7% |
| 30D | -3.3% | +8.9% | -12.2% | -3.9% |
| 3M | -7.8% | -13.6% | +5.9% | -7.0% |
| 6M | -15.5% | -5.4% | -10.2% | -15.4% |
| YTD | -12.3% | -13.6% | +1.4% | -11.7% |
| 1Y | +5.4% | -2.5% | +7.9% | +5.2% |
| 3Y | +165.5% | +50.9% | +114.7% | +156.2% |
| 5Y | +107.0% | +81.4% | +25.6% | +95.7% |
| All | +214.8% | +837.1% | -622.2% | +201.2% |
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