+37.8%
LIN vs APO
+44.5%
-6.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | -0.2% |
| 7D | +3.6% | -1.1% | +4.7% | +3.7% |
| 30D | +6.4% | +1.1% | +5.2% | +6.2% |
| 3M | +6.5% | -9.2% | +15.7% | +7.4% |
| 6M | +4.9% | -9.2% | +14.1% | +5.6% |
| YTD | +23.4% | -18.0% | +41.4% | +26.2% |
| 1Y | +26.3% | -10.9% | +37.2% | +27.3% |
| All | +37.8% | +44.5% | -6.7% | +25.4% |
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