+216.0%
C vs APO
+53.0%
+163.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -0.8% |
| 7D | +4.2% | +5.8% | -1.6% | +1.5% |
| 30D | +2.0% | +8.9% | -6.9% | -2.2% |
| 3M | -10.1% | -13.6% | +3.5% | -4.3% |
| 6M | +1.0% | -5.4% | +6.4% | +2.5% |
| YTD | +8.5% | -13.6% | +22.1% | +14.1% |
| 1Y | +25.7% | -2.5% | +28.2% | +24.4% |
| 3Y | +216.0% | +50.9% | +165.1% | +186.7% |
| All | +216.0% | +53.0% | +163.0% | +186.7% |
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 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