+4,681.2%
DELL vs APO
+984.3%
+3,696.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.7% |
| 7D | +14.9% | -1.0% | +15.9% | +15.5% |
| 30D | +13.3% | +3.5% | +9.8% | +11.5% |
| 3M | +24.4% | +4.5% | +19.9% | +21.5% |
| 6M | +258.0% | +22.8% | +235.2% | +225.4% |
| YTD | +320.2% | -6.5% | +326.7% | +324.4% |
| 1Y | +319.1% | +0.8% | +318.2% | +306.6% |
| 3Y | +706.5% | +62.0% | +644.6% | +549.6% |
| 5Y | +1,071.9% | +138.2% | +933.7% | +690.1% |
| 10Y | +4,683.5% | +940.3% | +3,743.2% | +2,056.5% |
| All | +4,681.2% | +984.3% | +3,696.9% | +2,085.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling