+81.0%
F vs APO
+903.0%
-822.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.7% | -4.0% | -1.4% |
| 7D | -0.6% | +2.3% | -2.9% | -1.8% |
| 30D | +2.9% | +3.0% | -0.1% | +1.2% |
| 3M | -9.5% | -3.7% | -5.8% | -8.5% |
| 6M | +4.0% | -7.5% | +11.5% | +6.3% |
| YTD | -1.3% | -14.5% | +13.3% | +3.1% |
| 1Y | -1.9% | -6.2% | +4.2% | -2.0% |
| 3Y | +53.5% | +51.9% | +1.6% | +14.9% |
| 5Y | -15.1% | +76.5% | -91.6% | -42.8% |
| 10Y | +81.0% | +895.2% | -814.3% | -44.2% |
| All | +81.0% | +903.0% | -822.0% | -44.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling