+66.1%
INTC vs APO
-6.0%
+72.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.3% | -2.9% |
| 7D | +6.0% | +5.8% | +0.2% | +4.8% |
| 30D | -39.2% | +8.9% | -48.1% | -40.0% |
| 3M | -42.9% | -13.6% | -29.3% | -41.0% |
| 6M | -50.4% | -5.4% | -45.0% | -49.8% |
| YTD | +61.7% | -13.6% | +75.3% | +64.3% |
| 1Y | +66.1% | -2.5% | +68.6% | +58.6% |
| All | +66.1% | -6.0% | +72.1% | +58.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling