+153.0%
DASH vs APO
+61.7%
+91.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -4.4% |
| 7D | -10.6% | -1.0% | -9.5% | -10.2% |
| 30D | +2.2% | +3.5% | -1.3% | +0.5% |
| 3M | +32.3% | +4.5% | +27.7% | +28.9% |
| 6M | +19.1% | +22.8% | -3.7% | +8.0% |
| YTD | -6.5% | -6.5% | 0.0% | -5.4% |
| 1Y | -14.9% | +0.8% | -15.7% | -17.0% |
| All | +153.0% | +61.7% | +91.3% | +112.0% |
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