+251.0%
DIA vs APO
+943.6%
-692.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -1.2% | -1.0% | -0.2% | -0.9% |
| 30D | -2.7% | -0.4% | -2.3% | -2.8% |
| 3M | +3.3% | -0.9% | +4.2% | +3.1% |
| 6M | +10.4% | +22.1% | -11.7% | +2.9% |
| YTD | +10.0% | -8.4% | +18.4% | +11.4% |
| 1Y | +16.2% | -0.9% | +17.1% | +14.2% |
| 3Y | +58.7% | +56.1% | +2.6% | +30.6% |
| 5Y | +63.6% | +136.0% | -72.4% | +12.9% |
| 10Y | +251.0% | +949.3% | -698.3% | +53.7% |
| All | +251.0% | +943.6% | -692.6% | +53.7% |
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