+4.5%
B vs APO
+1,518.9%
-1,514.4%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.6% |
| 7D | +9.6% | +0.8% | +8.8% | +9.5% |
| 30D | +3.5% | +1.0% | +2.5% | +3.4% |
| 3M | -1.6% | -8.4% | +6.8% | -0.9% |
| 6M | -1.7% | -9.1% | +7.4% | -1.0% |
| YTD | -5.3% | -18.3% | +13.0% | -4.0% |
| 1Y | +27.2% | -8.0% | +35.2% | +27.6% |
| 3Y | +166.1% | +47.1% | +119.1% | +152.7% |
| 5Y | +136.5% | +67.2% | +69.3% | +119.2% |
| 10Y | +172.2% | +871.8% | -699.6% | +97.7% |
| All | +4.5% | +1,518.9% | -1,514.4% | -34.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling