+0.6%
B vs APO
+1,604.8%
-1,604.2%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.6% |
| 7D | -2.7% | +0.2% | -2.8% | -2.7% |
| 30D | -4.3% | +3.1% | -7.5% | -4.6% |
| 3M | -2.3% | -12.0% | +9.7% | -1.3% |
| 6M | -16.2% | -5.0% | -11.3% | -16.0% |
| YTD | -8.8% | -14.0% | +5.2% | -8.0% |
| 1Y | +11.4% | -5.9% | +17.3% | +11.5% |
| 3Y | +174.3% | +51.6% | +122.7% | +159.8% |
| 5Y | +116.2% | +80.8% | +35.4% | +99.0% |
| 10Y | +222.7% | +839.9% | -617.2% | +136.6% |
| All | +0.6% | +1,604.8% | -1,604.2% | -36.7% |
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