+2,132.4%
DXCM vs APO
+1,753.5%
+378.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.1% |
| 3M | +21.1% | +4.5% | +16.6% | +19.0% |
| 6M | +20.6% | +22.8% | -2.2% | +12.1% |
| YTD | +32.4% | -6.5% | +38.9% | +33.4% |
| 1Y | +8.8% | +0.8% | +8.0% | +6.3% |
| 3Y | -13.7% | +62.0% | -75.7% | -30.2% |
| 5Y | -35.2% | +138.2% | -173.4% | -54.6% |
| 10Y | +281.8% | +940.3% | -658.5% | +62.9% |
| All | +2,132.4% | +1,753.5% | +378.9% | +706.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling