+1,055.3%
DELL vs APO
+128.1%
+927.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.3% | -3.0% | -4.3% |
| 7D | -1.9% | -4.9% | +3.0% | +0.4% |
| 30D | +14.9% | -8.4% | +23.3% | +19.7% |
| 3M | +37.2% | -2.1% | +39.3% | +37.8% |
| 6M | +254.0% | +19.2% | +234.7% | +221.0% |
| YTD | +306.1% | -10.5% | +316.7% | +321.5% |
| 1Y | +312.3% | -2.7% | +315.0% | +305.5% |
| 3Y | +654.0% | +52.5% | +601.6% | +498.5% |
| 5Y | +1,055.3% | +132.1% | +923.3% | +630.0% |
| All | +1,055.3% | +128.1% | +927.2% | +630.0% |
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