-36.3%
DXCM vs APO
+138.1%
-174.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.8% |
| 7D | -3.2% | -1.0% | -2.2% | -2.9% |
| 30D | +6.3% | +3.5% | +2.9% | +4.9% |
| 3M | +21.1% | +4.5% | +16.6% | +18.7% |
| 6M | +20.6% | +22.8% | -2.2% | +10.9% |
| YTD | +32.4% | -6.5% | +38.9% | +33.8% |
| 1Y | +8.8% | +0.8% | +8.0% | +5.9% |
| 3Y | -13.7% | +62.0% | -75.7% | -35.6% |
| All | -36.3% | +138.1% | -174.4% | -62.0% |
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