-10.2%
DOW vs APO
+437.5%
-447.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.2% | +1.7% |
| 7D | -2.4% | -4.9% | +2.5% | -0.5% |
| 30D | -4.1% | -8.4% | +4.4% | -1.1% |
| 3M | -12.4% | -2.1% | -10.4% | -12.6% |
| 6M | -10.6% | +19.2% | -29.9% | -18.7% |
| YTD | +31.1% | -10.5% | +41.6% | +33.6% |
| 1Y | +30.5% | -2.7% | +33.2% | +27.5% |
| 3Y | -34.4% | +52.5% | -86.9% | -49.5% |
| 5Y | -35.5% | +132.1% | -167.6% | -61.3% |
| All | -10.2% | +437.5% | -447.7% | -61.4% |
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 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