+678.3%
DELL vs APO
+54.4%
+623.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.6% |
| 7D | +8.7% | -1.0% | +9.7% | +9.3% |
| 30D | +16.9% | -0.4% | +17.3% | +16.8% |
| 3M | +40.4% | -0.9% | +41.3% | +40.2% |
| 6M | +267.1% | +22.1% | +244.9% | +227.9% |
| YTD | +329.1% | -8.4% | +337.5% | +345.6% |
| 1Y | +346.9% | -0.9% | +347.9% | +338.2% |
| All | +678.3% | +54.4% | +623.9% | +533.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling