+427.9%
LIN vs APO
+821.0%
-393.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.4% |
| 7D | +0.2% | +3.5% | -3.2% | -0.7% |
| 30D | +6.2% | +4.4% | +1.8% | +4.7% |
| 3M | +9.3% | -12.1% | +21.4% | +12.7% |
| 6M | +4.4% | -7.2% | +11.6% | +5.5% |
| YTD | +23.7% | -15.1% | +38.9% | +27.0% |
| 1Y | +23.5% | -7.7% | +31.1% | +23.4% |
| 3Y | +35.8% | +49.6% | -13.8% | +11.3% |
| 5Y | +65.9% | +78.3% | -12.4% | +23.8% |
| All | +427.9% | +821.0% | -393.1% | +143.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling