+252.9%
DXCM vs APO
+948.0%
-695.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.4% | -2.4% | -3.4% |
| 7D | -6.2% | +0.1% | -6.3% | -6.2% |
| 30D | -0.3% | +3.9% | -4.1% | -1.6% |
| 3M | +10.3% | +3.8% | +6.6% | +8.7% |
| 6M | +24.1% | +22.3% | +1.8% | +15.2% |
| YTD | +27.4% | -7.8% | +35.2% | +29.0% |
| 1Y | +8.4% | -0.3% | +8.7% | +6.2% |
| 3Y | -19.0% | +57.1% | -76.1% | -34.5% |
| 5Y | -38.6% | +137.0% | -175.5% | -58.0% |
| 10Y | +252.9% | +946.8% | -693.9% | +54.4% |
| All | +252.9% | +948.0% | -695.0% | +54.4% |
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