+200.4%
B vs APO
+61.7%
+138.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.2% |
| 7D | -1.6% | -1.0% | -0.6% | -1.5% |
| 30D | +9.4% | +3.5% | +6.0% | +9.0% |
| 3M | +5.0% | +4.5% | +0.4% | +4.4% |
| 6M | -3.5% | +22.8% | -26.3% | -5.4% |
| YTD | +4.5% | -6.5% | +11.0% | +5.3% |
| 1Y | +67.8% | +0.8% | +66.9% | +67.7% |
| All | +200.4% | +61.7% | +138.7% | +182.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling