+7.8%
LOW vs APO
+136.0%
-128.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | -0.6% | -1.0% | +0.4% | -0.4% |
| 30D | -9.3% | -0.4% | -8.9% | -9.3% |
| 3M | -8.1% | -0.9% | -7.2% | -8.2% |
| 6M | -19.8% | +22.1% | -41.9% | -24.2% |
| YTD | -16.4% | -8.4% | -8.0% | -15.3% |
| 1Y | -24.7% | -0.9% | -23.7% | -25.6% |
| 3Y | -8.8% | +56.1% | -65.0% | -24.3% |
| 5Y | +7.8% | +136.0% | -128.2% | -24.5% |
| All | +7.8% | +136.0% | -128.2% | -24.5% |
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