-14.9%
DASH vs APO
+1.9%
-16.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -4.4% |
| 7D | -10.6% | -1.0% | -9.5% | -10.3% |
| 30D | +2.2% | +3.5% | -1.3% | +0.8% |
| 3M | +32.3% | +4.5% | +27.7% | +29.7% |
| 6M | +19.1% | +22.8% | -3.7% | +9.2% |
| YTD | -6.5% | -6.5% | 0.0% | -5.9% |
| 1Y | -14.9% | +0.8% | -15.7% | -16.7% |
| All | -14.9% | +1.9% | -16.8% | -16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling