+116.0%
INTC vs APO
+136.0%
-20.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.0% |
| 7D | +18.0% | -1.0% | +19.0% | +18.4% |
| 30D | +8.9% | -0.4% | +9.3% | +8.7% |
| 3M | -1.6% | -0.9% | -0.7% | -1.9% |
| 6M | +133.1% | +22.1% | +110.9% | +110.0% |
| YTD | +187.9% | -8.4% | +196.3% | +193.1% |
| 1Y | +334.7% | -0.9% | +335.6% | +323.6% |
| 3Y | +184.2% | +56.1% | +128.0% | +123.8% |
| 5Y | +116.0% | +136.0% | -20.0% | +34.6% |
| All | +116.0% | +136.0% | -20.0% | +34.6% |
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 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