+1,916.8%
DXCM vs APO
+1,518.9%
+397.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.4% | -5.5% | -5.8% |
| 7D | -3.5% | +0.8% | -4.3% | -3.7% |
| 30D | -5.8% | +1.0% | -6.8% | -6.2% |
| 3M | -4.3% | -8.4% | +4.0% | -2.0% |
| 6M | +31.6% | -9.1% | +40.7% | +34.6% |
| YTD | +19.6% | -18.3% | +38.0% | +25.5% |
| 1Y | +36.9% | -8.0% | +44.9% | +38.0% |
| 3Y | -16.3% | +47.1% | -63.3% | -30.1% |
| 5Y | -50.0% | +67.2% | -117.2% | -61.0% |
| 10Y | +413.2% | +871.8% | -458.7% | +123.9% |
| All | +1,916.8% | +1,518.9% | +397.9% | +659.0% |
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 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