+36.6%
DIS vs APO
+903.0%
-866.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.7% | -2.6% | +0.4% |
| 7D | +5.3% | +2.3% | +3.0% | +4.3% |
| 30D | +10.2% | +3.0% | +7.3% | +8.8% |
| 3M | +13.5% | -3.7% | +17.3% | +14.4% |
| 6M | +11.1% | -7.5% | +18.6% | +13.0% |
| YTD | +5.5% | -14.5% | +20.0% | +9.5% |
| 1Y | +9.1% | -6.2% | +15.3% | +9.3% |
| 3Y | +36.0% | +51.9% | -15.9% | +9.2% |
| 5Y | -29.8% | +76.5% | -106.3% | -48.7% |
| 10Y | +36.6% | +895.2% | -858.6% | -37.7% |
| All | +36.6% | +903.0% | -866.4% | -37.7% |
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