-10.8%
DOW vs APO
+461.7%
-472.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.8% |
| 7D | -2.4% | -1.0% | -1.4% | -2.0% |
| 30D | +0.4% | +3.5% | -3.1% | -1.3% |
| 3M | -14.4% | +4.5% | -18.9% | -16.7% |
| 6M | -7.0% | +22.8% | -29.8% | -16.3% |
| YTD | +30.2% | -6.5% | +36.7% | +30.5% |
| 1Y | +29.2% | +0.8% | +28.4% | +24.5% |
| 3Y | -36.7% | +62.0% | -98.7% | -52.5% |
| 5Y | -37.7% | +138.2% | -175.9% | -62.9% |
| All | -10.8% | +461.7% | -472.5% | -62.3% |
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