+323.4%
C vs APO
+1,753.5%
-1,430.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | +3.6% | -1.0% | +4.6% | +4.1% |
| 30D | +0.1% | +3.5% | -3.4% | -1.9% |
| 3M | +2.4% | +4.5% | -2.1% | -0.6% |
| 6M | +24.9% | +22.8% | +2.2% | +11.2% |
| YTD | +19.8% | -6.5% | +26.3% | +21.5% |
| 1Y | +44.9% | +0.8% | +44.0% | +40.7% |
| 3Y | +263.0% | +62.0% | +201.0% | +169.5% |
| 5Y | +129.5% | +138.2% | -8.7% | +33.3% |
| 10Y | +291.6% | +940.3% | -648.7% | +4.2% |
| All | +323.4% | +1,753.5% | -1,430.1% | -33.8% |
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