+215.5%
DIS vs APO
+1,518.9%
-1,303.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +5.2% | +0.8% | +4.5% | +4.8% |
| 30D | +11.5% | +1.0% | +10.4% | +10.8% |
| 3M | +11.5% | -8.4% | +19.9% | +14.2% |
| 6M | +8.9% | -9.1% | +18.0% | +11.2% |
| YTD | +3.4% | -18.3% | +21.7% | +8.6% |
| 1Y | +7.2% | -8.0% | +15.2% | +8.1% |
| 3Y | +43.3% | +47.1% | -3.7% | +19.4% |
| 5Y | -31.4% | +67.2% | -98.6% | -46.8% |
| 10Y | +37.1% | +871.8% | -834.8% | -39.3% |
| All | +215.5% | +1,518.9% | -1,303.4% | +12.8% |
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