+5.9%
EXC vs APO
+1.0%
+4.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +0.6% |
| 7D | +1.2% | +0.1% | +1.1% | +1.2% |
| 30D | -2.7% | +3.9% | -6.6% | -2.4% |
| 3M | -1.0% | +3.8% | -4.7% | -0.5% |
| 6M | -9.3% | +22.3% | -31.6% | -8.1% |
| YTD | +3.6% | -7.8% | +11.4% | +5.3% |
| 1Y | +5.9% | -0.3% | +6.2% | +6.9% |
| All | +5.9% | +1.0% | +4.9% | +6.9% |
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