+124.3%
DVN vs APO
+128.1%
-3.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.3% | +4.5% | +2.9% |
| 7D | +2.5% | -4.9% | +7.4% | +4.2% |
| 30D | +10.2% | -8.4% | +18.6% | +13.2% |
| 3M | +8.1% | -2.1% | +10.2% | +7.8% |
| 6M | +15.9% | +19.2% | -3.4% | +6.1% |
| YTD | +38.2% | -10.5% | +48.8% | +40.9% |
| 1Y | +44.5% | -2.7% | +47.2% | +41.1% |
| 3Y | +5.1% | +52.5% | -47.3% | -18.7% |
| 5Y | +124.3% | +132.1% | -7.8% | +33.6% |
| All | +124.3% | +128.1% | -3.8% | +33.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling