+11.7%
DASH vs APO
+210.8%
-199.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -4.3% |
| 7D | -10.6% | -1.0% | -9.5% | -10.0% |
| 30D | +2.2% | +3.5% | -1.3% | -0.5% |
| 3M | +32.3% | +4.5% | +27.7% | +26.8% |
| 6M | +19.1% | +22.8% | -3.7% | +2.3% |
| YTD | -6.5% | -6.5% | 0.0% | -5.3% |
| 1Y | -14.9% | +0.8% | -15.7% | -18.7% |
| 3Y | +151.9% | +62.0% | +90.0% | +52.4% |
| 5Y | +9.4% | +138.2% | -128.8% | -54.1% |
| All | +11.7% | +210.8% | -199.1% | -58.2% |
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