-7.0%
DASH vs APO
+67.1%
-74.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +0.4% | +0.8% | -0.4% | +0.2% |
| 30D | -6.0% | +1.0% | -7.1% | -6.4% |
| 3M | -15.8% | -8.4% | -7.4% | -11.2% |
| 6M | +7.0% | -9.1% | +16.1% | +11.8% |
| YTD | -20.7% | -18.3% | -2.3% | -12.2% |
| 1Y | -8.5% | -8.0% | -0.6% | -7.4% |
| 3Y | +101.8% | +47.1% | +54.7% | +22.8% |
| All | -7.0% | +67.1% | -74.0% | -58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling