+7.1%
LOW vs APO
+81.1%
-74.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.3% |
| 7D | +1.4% | +5.8% | -4.3% | 0.0% |
| 30D | +21.7% | +8.9% | +12.8% | +19.1% |
| 3M | +5.0% | -13.6% | +18.7% | +8.7% |
| 6M | +4.6% | -5.4% | +10.0% | +5.5% |
| YTD | -3.5% | -13.6% | +10.1% | -1.0% |
| 1Y | +0.5% | -2.5% | +3.0% | -0.3% |
| 3Y | +24.8% | +50.9% | -26.1% | +3.5% |
| All | +7.1% | +81.1% | -74.0% | -19.4% |
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