+361.3%
LIN vs APO
+940.3%
-579.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.8% |
| 7D | -2.1% | -1.0% | -1.1% | -1.9% |
| 30D | -2.4% | +3.5% | -5.9% | -3.5% |
| 3M | -5.6% | +4.5% | -10.1% | -7.2% |
| 6M | -3.4% | +22.8% | -26.2% | -9.8% |
| YTD | +13.1% | -6.5% | +19.6% | +13.4% |
| 1Y | +2.5% | +0.8% | +1.6% | 0.0% |
| 3Y | +27.6% | +62.0% | -34.4% | +2.5% |
| 5Y | +63.0% | +138.2% | -75.2% | +11.4% |
| All | +361.3% | +940.3% | -579.0% | +100.5% |
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