+483.3%
LLY vs APO
+81.1%
+402.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.5% | +1.0% |
| 7D | +6.7% | +5.8% | +1.0% | +5.9% |
| 30D | +19.6% | +8.9% | +10.7% | +18.1% |
| 3M | +19.7% | -13.6% | +33.4% | +21.9% |
| 6M | +42.7% | -5.4% | +48.1% | +43.1% |
| YTD | +35.1% | -13.6% | +48.8% | +37.1% |
| 1Y | +42.2% | -2.5% | +44.7% | +41.3% |
| 3Y | +140.8% | +50.9% | +89.9% | +121.2% |
| All | +483.3% | +81.1% | +402.2% | +409.4% |
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