-100.0%
DFNS vs APO
+169.7%
-269.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.7% | -7.2% | -5.5% |
| 7D | -6.0% | +5.8% | -11.7% | -5.9% |
| 30D | -71.2% | +8.9% | -80.1% | -71.1% |
| 3M | -94.5% | -13.6% | -80.9% | -94.5% |
| 6M | -96.5% | -5.4% | -91.2% | -96.5% |
| YTD | -99.6% | -13.6% | -86.0% | -99.6% |
| 1Y | -99.7% | -2.5% | -97.2% | -99.7% |
| 3Y | -100.0% | +50.9% | -150.8% | -100.0% |
| 5Y | -100.0% | +81.4% | -181.4% | -100.0% |
| All | -100.0% | +169.7% | -269.6% | -100.0% |
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 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