+780.7%
GOOG vs APO
+945.2%
-164.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.2% |
| 7D | 0.0% | -3.5% | +3.6% | +1.2% |
| 30D | -2.0% | -6.6% | +4.6% | +0.2% |
| 3M | -5.9% | -3.3% | -2.6% | -5.2% |
| 6M | +8.9% | +22.6% | -13.7% | +0.8% |
| YTD | +7.1% | -9.8% | +16.9% | +9.2% |
| 1Y | +39.7% | -3.9% | +43.6% | +38.5% |
| 3Y | +145.8% | +52.5% | +93.4% | +99.0% |
| 5Y | +138.6% | +134.0% | +4.6% | +60.9% |
| All | +780.7% | +945.2% | -164.6% | +304.6% |
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