+32.9%
DIS vs APO
+847.3%
-814.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +0.6% | +0.2% | +0.4% | +0.5% |
| 30D | +10.3% | +3.1% | +7.2% | +8.8% |
| 3M | +15.6% | -12.0% | +27.6% | +20.4% |
| 6M | +15.1% | -5.0% | +20.1% | +15.9% |
| YTD | +6.0% | -14.0% | +20.0% | +9.7% |
| 1Y | +5.7% | -5.9% | +11.6% | +5.7% |
| 3Y | +39.8% | +51.6% | -11.8% | +12.3% |
| 5Y | -23.9% | +80.8% | -104.7% | -44.8% |
| 10Y | +32.9% | +839.9% | -807.0% | -40.3% |
| All | +32.9% | +847.3% | -814.4% | -40.3% |
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