-11.3%
DASH vs APO
-8.0%
-3.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.7% | -4.0% | -1.1% |
| 7D | -4.8% | +2.3% | -7.1% | -5.6% |
| 30D | -7.9% | +3.0% | -10.9% | -8.9% |
| 3M | -16.3% | -3.7% | -12.6% | -15.7% |
| 6M | +10.4% | -7.5% | +17.9% | +12.4% |
| YTD | -20.1% | -14.5% | -5.6% | -20.8% |
| All | -11.3% | -8.0% | -3.3% | -12.7% |
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