+21.8%
DOW vs APO
-2.1%
+23.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.1% |
| 7D | -1.4% | -3.5% | +2.1% | -1.4% |
| 30D | -3.9% | -6.6% | +2.6% | -3.9% |
| 3M | -12.7% | -3.3% | -9.4% | -12.3% |
| 6M | -13.7% | +22.6% | -36.3% | -15.2% |
| YTD | +28.4% | -9.8% | +38.2% | +36.5% |
| 1Y | +21.8% | -3.9% | +25.6% | +22.7% |
| All | +21.8% | -2.1% | +23.8% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling