+417.3%
LIN vs APO
+903.0%
-485.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.7% | -3.7% | -0.3% |
| 7D | +0.1% | +2.3% | -2.2% | -0.6% |
| 30D | +7.6% | +3.0% | +4.6% | +6.5% |
| 3M | +6.5% | -3.7% | +10.3% | +7.1% |
| 6M | +6.2% | -7.5% | +13.7% | +7.4% |
| YTD | +23.2% | -14.5% | +37.8% | +26.2% |
| 1Y | +25.4% | -6.2% | +31.6% | +24.8% |
| 3Y | +38.3% | +51.9% | -13.6% | +12.9% |
| 5Y | +64.4% | +76.5% | -12.0% | +23.1% |
| 10Y | +417.3% | +895.2% | -477.9% | +133.6% |
| All | +417.3% | +903.0% | -485.7% | +133.6% |
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 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