+908.3%
LOW vs APO
+1,753.5%
-845.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.4% |
| 7D | -1.7% | -1.0% | -0.7% | -1.5% |
| 30D | -7.0% | +3.5% | -10.5% | -8.1% |
| 3M | -0.9% | +4.5% | -5.4% | -2.5% |
| 6M | -20.1% | +22.8% | -42.9% | -25.3% |
| YTD | -13.9% | -6.5% | -7.4% | -13.4% |
| 1Y | -21.1% | +0.8% | -22.0% | -22.8% |
| 3Y | -6.6% | +62.0% | -68.6% | -23.8% |
| 5Y | +9.4% | +138.2% | -128.9% | -23.4% |
| 10Y | +220.5% | +940.3% | -719.8% | +47.1% |
| All | +908.3% | +1,753.5% | -845.2% | +297.9% |
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