+27.8%
INTC vs APO
+81.1%
-53.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.3% | -3.3% |
| 7D | +6.0% | +5.8% | +0.2% | +3.6% |
| 30D | -39.2% | +8.9% | -48.1% | -41.5% |
| 3M | -42.9% | -13.6% | -29.3% | -39.5% |
| 6M | -50.4% | -5.4% | -45.0% | -49.9% |
| YTD | +61.7% | -13.6% | +75.3% | +68.4% |
| 1Y | +66.1% | -2.5% | +68.6% | +63.1% |
| 3Y | +58.1% | +50.9% | +7.3% | +24.5% |
| All | +27.8% | +81.1% | -53.3% | -11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling