+110.8%
JNJ vs APO
+53.0%
+57.8%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -1.0% | +0.8% |
| 7D | +3.5% | +5.8% | -2.3% | +3.6% |
| 30D | +12.5% | +8.9% | +3.7% | +12.8% |
| 3M | +9.6% | -13.6% | +23.2% | +8.6% |
| 6M | +25.3% | -5.4% | +30.7% | +25.0% |
| YTD | +40.3% | -13.6% | +53.9% | +39.8% |
| 1Y | +49.6% | -2.5% | +52.1% | +49.7% |
| 3Y | +110.8% | +50.9% | +59.9% | +112.6% |
| All | +110.8% | +53.0% | +57.8% | +112.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling