+167.3%
B vs APO
+50.4%
+116.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -3.0% |
| 7D | -6.2% | +3.5% | -9.7% | -6.5% |
| 30D | -6.6% | +4.4% | -11.0% | -7.1% |
| 3M | -7.9% | -12.1% | +4.2% | -7.0% |
| 6M | -16.8% | -7.2% | -9.6% | -16.5% |
| YTD | -11.7% | -15.1% | +3.4% | -10.3% |
| 1Y | +3.5% | -7.7% | +11.1% | +4.2% |
| All | +167.3% | +50.4% | +116.9% | +158.4% |
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 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