+180.3%
EXC vs APO
+1,604.8%
-1,424.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -1.4% | +0.2% | -1.5% | -1.4% |
| 30D | +8.3% | +3.1% | +5.2% | +7.6% |
| 3M | +2.6% | -12.0% | +14.6% | +4.4% |
| 6M | +5.2% | -5.0% | +10.1% | +5.5% |
| YTD | +7.5% | -14.0% | +21.5% | +8.9% |
| 1Y | +3.2% | -5.9% | +9.1% | +2.8% |
| 3Y | +29.5% | +51.6% | -22.0% | +14.3% |
| 5Y | +39.7% | +80.8% | -41.1% | +15.9% |
| 10Y | +200.1% | +839.9% | -639.9% | +84.9% |
| All | +180.3% | +1,604.8% | -1,424.6% | +54.7% |
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