-26.3%
LOW vs APO
-2.1%
-24.2%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | -3.7% | -3.5% | -0.2% | -3.2% |
| 30D | -8.9% | -6.6% | -2.3% | -8.0% |
| 3M | -10.4% | -3.3% | -7.1% | -10.2% |
| 6M | -19.4% | +22.6% | -42.0% | -21.5% |
| YTD | -17.1% | -9.8% | -7.3% | -15.8% |
| 1Y | -26.3% | -3.9% | -22.4% | -27.3% |
| All | -26.3% | -2.1% | -24.2% | -27.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling