+184.5%
DIS vs APO
+1,753.5%
-1,568.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | -2.6% | -1.0% | -1.6% | -2.3% |
| 30D | +3.5% | +3.5% | 0.0% | +2.1% |
| 3M | +6.8% | +4.5% | +2.3% | +4.6% |
| 6M | +3.0% | +22.8% | -19.8% | -4.8% |
| YTD | -6.7% | -6.5% | -0.2% | -6.0% |
| 1Y | -10.1% | +0.8% | -10.9% | -12.1% |
| 3Y | +33.0% | +62.0% | -28.9% | +7.4% |
| 5Y | -40.0% | +138.2% | -178.2% | -58.5% |
| 10Y | +21.1% | +940.3% | -919.2% | -47.7% |
| All | +184.5% | +1,753.5% | -1,568.9% | -2.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling