+252.1%
INTC vs APO
+945.2%
-693.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.3% |
| 7D | +7.5% | -3.5% | +11.0% | +8.9% |
| 30D | +2.0% | -6.6% | +8.5% | +4.5% |
| 3M | -12.0% | -3.3% | -8.7% | -11.4% |
| 6M | +114.5% | +22.6% | +92.0% | +95.4% |
| YTD | +179.0% | -9.8% | +188.8% | +184.9% |
| 1Y | +318.3% | -3.9% | +322.2% | +313.9% |
| 3Y | +171.2% | +52.5% | +118.7% | +123.0% |
| 5Y | +107.6% | +134.0% | -26.4% | +41.3% |
| All | +252.1% | +945.2% | -693.1% | +60.6% |
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