+59.9%
DIA vs APO
+58.7%
+1.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.8% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -2.1% | +3.9% | -5.9% | -3.1% |
| 3M | +4.2% | +3.8% | +0.4% | +2.9% |
| 6M | +11.9% | +22.3% | -10.4% | +5.9% |
| YTD | +10.8% | -7.8% | +18.6% | +12.1% |
| 1Y | +17.5% | -0.3% | +17.9% | +16.1% |
| 3Y | +59.9% | +57.1% | +2.8% | +44.0% |
| All | +59.9% | +58.7% | +1.3% | +44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling