+36.2%
LIN vs APO
+43.9%
-7.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.1% |
| 7D | +0.2% | +0.8% | -0.6% | +0.1% |
| 30D | +6.5% | +1.0% | +5.4% | +6.3% |
| 3M | +5.5% | -8.4% | +13.9% | +6.3% |
| 6M | +3.3% | -9.1% | +12.4% | +4.0% |
| YTD | +22.0% | -18.3% | +40.4% | +24.8% |
| 1Y | +25.7% | -8.0% | +33.7% | +26.1% |
| 3Y | +36.2% | +47.1% | -10.8% | +24.1% |
| All | +36.2% | +43.9% | -7.6% | +24.1% |
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