+68.4%
F vs APO
+1,518.9%
-1,450.5%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | +1.6% | +0.8% | +0.8% | +1.1% |
| 30D | +2.6% | +1.0% | +1.6% | +1.9% |
| 3M | -8.8% | -8.4% | -0.4% | -6.0% |
| 6M | +4.6% | -9.1% | +13.7% | +7.5% |
| YTD | -1.9% | -18.3% | +16.4% | +4.1% |
| 1Y | -0.8% | -8.0% | +7.2% | 0.0% |
| 3Y | +43.5% | +47.1% | -3.6% | +12.8% |
| 5Y | -12.1% | +67.2% | -79.2% | -36.0% |
| 10Y | +83.6% | +871.8% | -788.2% | -33.9% |
| All | +68.4% | +1,518.9% | -1,450.5% | -54.9% |
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 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