+36.3%
DIS vs APO
+50.4%
-14.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.8% |
| 7D | +0.9% | +3.5% | -2.6% | -0.2% |
| 30D | +8.9% | +4.4% | +4.5% | +7.3% |
| 3M | +14.5% | -12.1% | +26.6% | +18.5% |
| 6M | +12.2% | -7.2% | +19.5% | +13.8% |
| YTD | +4.7% | -15.1% | +19.8% | +8.6% |
| 1Y | +2.8% | -7.7% | +10.5% | +3.7% |
| All | +36.3% | +50.4% | -14.0% | +20.9% |
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