+1,030.2%
LOW vs APO
+1,612.1%
-581.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.4% |
| 7D | +1.4% | +5.8% | -4.3% | -0.2% |
| 30D | +21.7% | +8.9% | +12.8% | +18.8% |
| 3M | +5.0% | -13.6% | +18.7% | +9.3% |
| 6M | +4.6% | -5.4% | +10.0% | +5.7% |
| YTD | -3.5% | -13.6% | +10.1% | -0.9% |
| 1Y | +0.5% | -2.5% | +3.0% | -0.4% |
| 3Y | +24.8% | +50.9% | -26.1% | +4.1% |
| 5Y | +6.5% | +81.4% | -74.9% | -18.8% |
| 10Y | +294.6% | +843.9% | -549.4% | +85.8% |
| All | +1,030.2% | +1,612.1% | -581.8% | +355.7% |
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