+2,662.4%
DELL vs APO
+837.1%
+1,825.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.7% | -8.9% | -7.9% |
| 7D | +4.9% | +5.8% | -0.9% | +2.5% |
| 30D | -32.1% | +8.9% | -41.0% | -34.8% |
| 3M | -30.2% | -13.6% | -16.6% | -26.2% |
| 6M | +41.7% | -5.4% | +47.1% | +43.4% |
| YTD | +176.6% | -13.6% | +190.2% | +187.4% |
| 1Y | +159.9% | -2.5% | +162.4% | +156.4% |
| 3Y | +388.0% | +50.9% | +337.1% | +303.6% |
| 5Y | +578.2% | +81.4% | +496.8% | +403.1% |
| All | +2,662.4% | +837.1% | +1,825.3% | +1,142.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling