+27.3%
LIN vs APO
-5.6%
+32.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.1% | -5.5% | +2.5% |
| 7D | +3.3% | +8.2% | -4.9% | +3.2% |
| 30D | +8.8% | +6.4% | +2.4% | +8.7% |
| 3M | +8.6% | -7.4% | +16.1% | +8.4% |
| 6M | +7.0% | -4.2% | +11.2% | +7.0% |
| YTD | +24.3% | -14.1% | +38.4% | +27.7% |
| 1Y | +27.3% | -4.4% | +31.6% | +27.7% |
| All | +27.3% | -5.6% | +32.9% | +27.7% |
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