+5,406.2%
LLY vs APO
+1,518.9%
+3,887.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.3% | -0.7% |
| 7D | -4.5% | +0.8% | -5.3% | -4.7% |
| 30D | +13.9% | +1.0% | +12.9% | +13.6% |
| 3M | +13.8% | -8.4% | +22.2% | +15.1% |
| 6M | +37.6% | -9.1% | +46.7% | +38.8% |
| YTD | +26.6% | -18.3% | +44.9% | +29.5% |
| 1Y | +45.3% | -8.0% | +53.3% | +45.6% |
| 3Y | +132.2% | +47.1% | +85.2% | +111.3% |
| 5Y | +434.7% | +67.2% | +367.5% | +364.8% |
| 10Y | +2,084.3% | +871.8% | +1,212.5% | +1,282.4% |
| All | +5,406.2% | +1,518.9% | +3,887.4% | +3,041.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling