+159.9%
DELL vs APO
-6.0%
+165.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.7% | -8.9% | -7.5% |
| 7D | +4.9% | +5.8% | -0.9% | +3.7% |
| 30D | -32.1% | +8.9% | -41.0% | -33.1% |
| 3M | -30.2% | -13.6% | -16.6% | -28.1% |
| 6M | +41.7% | -5.4% | +47.1% | +43.7% |
| YTD | +176.6% | -13.6% | +190.2% | +218.3% |
| 1Y | +159.9% | -2.5% | +162.4% | +171.8% |
| All | +159.9% | -6.0% | +165.9% | +171.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling