+2,006.3%
LLY vs APO
+903.0%
+1,103.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.7% | -0.4% | +3.5% |
| 7D | +0.1% | +2.3% | -2.2% | -0.4% |
| 30D | +19.7% | +3.0% | +16.7% | +19.0% |
| 3M | +19.3% | -3.7% | +23.0% | +19.7% |
| 6M | +49.3% | -7.5% | +56.8% | +50.4% |
| YTD | +32.0% | -14.5% | +46.5% | +34.3% |
| 1Y | +53.7% | -6.2% | +59.9% | +53.5% |
| 3Y | +143.7% | +51.9% | +91.8% | +118.8% |
| 5Y | +463.9% | +76.5% | +387.4% | +380.0% |
| 10Y | +2,006.3% | +895.2% | +1,111.1% | +1,292.0% |
| All | +2,006.3% | +903.0% | +1,103.3% | +1,292.0% |
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