+50.6%
DDOG vs APO
+134.3%
-83.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -0.5% |
| 7D | -6.1% | +0.1% | -6.2% | -6.1% |
| 30D | -10.1% | +3.9% | -14.0% | -12.3% |
| 3M | -9.3% | +3.8% | -13.0% | -12.2% |
| 6M | +67.2% | +22.3% | +44.9% | +44.7% |
| YTD | +54.6% | -7.8% | +62.4% | +58.2% |
| 1Y | +54.1% | -0.3% | +54.4% | +47.1% |
| 3Y | +115.3% | +57.1% | +58.1% | +30.4% |
| 5Y | +50.6% | +137.0% | -86.3% | -33.6% |
| All | +50.6% | +134.3% | -83.7% | -33.6% |
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