+80.4%
IBM vs APO
+43.9%
+36.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.4% | -0.7% |
| 7D | -5.0% | +0.8% | -5.8% | -5.3% |
| 30D | +11.1% | +1.0% | +10.1% | +10.6% |
| 3M | +5.7% | -8.4% | +14.1% | +7.7% |
| 6M | +10.1% | -9.1% | +19.2% | +12.0% |
| YTD | -15.6% | -18.3% | +2.7% | -12.3% |
| 1Y | -19.5% | -8.0% | -11.6% | -18.6% |
| 3Y | +80.4% | +47.1% | +33.3% | +61.6% |
| All | +80.4% | +43.9% | +36.5% | +61.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling