+208.6%
B vs APO
+890.3%
-681.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.4% | -6.5% | -6.1% |
| 7D | +7.1% | +8.1% | -1.0% | +6.6% |
| 30D | -3.3% | +3.4% | -6.8% | -3.6% |
| 3M | -2.5% | -6.6% | +4.1% | -2.2% |
| 6M | -7.2% | -7.1% | -0.2% | -7.0% |
| YTD | -7.4% | -14.1% | +6.8% | -6.7% |
| 1Y | +16.4% | -4.7% | +21.1% | +16.5% |
| 3Y | +178.7% | +51.3% | +127.4% | +169.0% |
| 5Y | +121.7% | +82.7% | +39.0% | +109.6% |
| 10Y | +208.6% | +845.7% | -637.1% | +199.4% |
| All | +208.6% | +890.3% | -681.7% | +199.4% |
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 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