+18.6%
DIA vs APO
+1.9%
+16.8%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -0.2% | -1.0% | +0.8% | 0.0% |
| 30D | -1.5% | +3.5% | -5.0% | -2.2% |
| 3M | +3.8% | +4.5% | -0.8% | +2.8% |
| 6M | +10.3% | +22.8% | -12.5% | +6.3% |
| YTD | +12.1% | -6.5% | +18.6% | +13.0% |
| 1Y | +18.6% | +0.8% | +17.8% | +17.4% |
| All | +18.6% | +1.9% | +16.8% | +17.4% |
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 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