+11.2%
DXCM vs APO
-3.6%
+14.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +1.2% |
| 7D | -5.8% | -4.9% | -0.9% | -4.9% |
| 30D | -5.6% | -8.4% | +2.8% | -4.2% |
| 3M | +13.0% | -2.1% | +15.1% | +13.1% |
| 6M | +24.7% | +19.2% | +5.4% | +22.2% |
| YTD | +27.3% | -10.5% | +37.9% | +27.5% |
| 1Y | +11.2% | -2.7% | +13.9% | +8.2% |
| All | +11.2% | -3.6% | +14.8% | +8.2% |
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