+95.0%
JCI vs APO
+81.1%
+13.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.9% |
| 7D | +3.2% | +5.8% | -2.6% | +1.1% |
| 30D | -8.6% | +8.9% | -17.5% | -11.9% |
| 3M | -7.7% | -13.6% | +5.9% | -3.1% |
| 6M | -2.6% | -5.4% | +2.8% | -1.7% |
| YTD | +17.4% | -13.6% | +31.0% | +21.4% |
| 1Y | +16.9% | -2.5% | +19.4% | +14.6% |
| 3Y | +186.7% | +50.9% | +135.9% | +125.5% |
| All | +95.0% | +81.1% | +13.9% | +35.6% |
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