+373.3%
DXCM vs APO
+821.0%
-447.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.7% |
| 7D | -3.6% | +3.5% | -7.1% | -4.7% |
| 30D | -4.3% | +4.4% | -8.7% | -5.7% |
| 3M | -10.4% | -12.1% | +1.7% | -6.8% |
| 6M | +33.1% | -7.2% | +40.4% | +35.4% |
| YTD | +22.6% | -15.1% | +37.7% | +27.3% |
| 1Y | +36.5% | -7.7% | +44.2% | +37.6% |
| 3Y | -13.5% | +49.6% | -63.1% | -29.1% |
| 5Y | -49.6% | +78.3% | -127.9% | -62.4% |
| All | +373.3% | +821.0% | -447.7% | +113.7% |
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