+1,545.2%
LLY vs APO
+948.0%
+597.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -2.0% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -5.1% | +3.9% | -8.9% | -5.8% |
| 3M | -2.1% | +3.8% | -5.8% | -3.1% |
| 6M | +13.8% | +22.3% | -8.4% | +9.1% |
| YTD | +5.1% | -7.8% | +12.9% | +5.7% |
| 1Y | +53.1% | -0.3% | +53.5% | +51.2% |
| 3Y | +95.6% | +57.1% | +38.5% | +74.7% |
| 5Y | +361.5% | +137.0% | +224.5% | +270.5% |
| 10Y | +1,545.2% | +946.8% | +598.3% | +909.0% |
| All | +1,545.2% | +948.0% | +597.2% | +909.0% |
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