+328.9%
INTC vs APO
-1.3%
+330.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | +18.0% | -1.0% | +19.0% | +18.1% |
| 30D | +8.9% | -0.4% | +9.3% | +8.9% |
| 3M | -1.6% | -0.9% | -0.7% | -1.7% |
| 6M | +133.1% | +22.1% | +110.9% | +121.4% |
| YTD | +187.9% | -8.4% | +196.3% | +190.0% |
| All | +328.9% | -1.3% | +330.2% | +340.5% |
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