-17.2%
F vs APO
+81.1%
-98.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.7% | -0.7% |
| 7D | -3.1% | +5.8% | -8.9% | -5.5% |
| 30D | 0.0% | +8.9% | -8.9% | -3.9% |
| 3M | -13.2% | -13.6% | +0.4% | -7.8% |
| 6M | -10.2% | -5.4% | -4.8% | -9.2% |
| YTD | -4.9% | -13.6% | +8.7% | -0.8% |
| 1Y | -6.1% | -2.5% | -3.6% | -7.8% |
| 3Y | +46.0% | +50.9% | -4.9% | +1.5% |
| All | -17.2% | +81.1% | -98.4% | -50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling