+64.4%
LIN vs APO
+75.6%
-11.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.7% | -3.7% | 0.0% |
| 7D | +0.1% | +2.3% | -2.2% | -0.5% |
| 30D | +7.6% | +3.0% | +4.6% | +6.7% |
| 3M | +6.5% | -3.7% | +10.3% | +7.0% |
| 6M | +6.2% | -7.5% | +13.7% | +7.2% |
| YTD | +23.2% | -14.5% | +37.8% | +26.2% |
| 1Y | +25.4% | -6.2% | +31.6% | +25.1% |
| 3Y | +38.3% | +51.9% | -13.6% | +12.4% |
| 5Y | +64.4% | +76.5% | -12.0% | +18.4% |
| All | +64.4% | +75.6% | -11.1% | +18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling