+2,235.7%
GOOG vs APO
+1,753.5%
+482.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | -2.1% | -1.0% | -1.1% | -1.9% |
| 30D | -6.8% | +3.5% | -10.3% | -8.0% |
| 3M | -9.1% | +4.5% | -13.6% | -10.7% |
| 6M | +10.7% | +22.8% | -12.1% | +3.3% |
| YTD | +7.1% | -6.5% | +13.6% | +7.8% |
| 1Y | +44.6% | +0.8% | +43.8% | +41.5% |
| 3Y | +147.4% | +62.0% | +85.5% | +102.8% |
| 5Y | +133.8% | +138.2% | -4.4% | +66.6% |
| 10Y | +777.5% | +940.3% | -162.7% | +312.4% |
| All | +2,235.7% | +1,753.5% | +482.2% | +778.8% |
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