+0.1%
DOW vs APO
+418.8%
-418.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | -1.0% |
| 7D | +5.2% | +5.8% | -0.5% | +2.9% |
| 30D | +13.2% | +8.9% | +4.3% | +9.0% |
| 3M | +10.1% | -13.6% | +23.7% | +15.3% |
| 6M | -13.1% | -5.4% | -7.7% | -13.0% |
| YTD | +46.1% | -13.6% | +59.8% | +49.8% |
| 1Y | +50.0% | -2.5% | +52.5% | +46.1% |
| 3Y | -20.2% | +50.9% | -71.1% | -38.7% |
| 5Y | -27.7% | +81.4% | -109.1% | -51.2% |
| All | +0.1% | +418.8% | -418.8% | -56.7% |
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