+66.5%
LQD vs APO
+1,612.1%
-1,545.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -2.0% | -0.3% |
| 7D | -1.6% | +5.8% | -7.4% | -1.9% |
| 30D | +0.5% | +8.9% | -8.4% | +0.2% |
| 3M | -2.3% | -13.6% | +11.3% | -1.8% |
| 6M | -3.1% | -5.4% | +2.3% | -3.0% |
| YTD | -3.0% | -13.6% | +10.7% | -2.7% |
| 1Y | -2.6% | -2.5% | -0.1% | -2.7% |
| 3Y | +15.2% | +50.9% | -35.7% | +12.4% |
| 5Y | -5.2% | +81.4% | -86.6% | -8.8% |
| 10Y | +24.6% | +843.9% | -819.3% | +15.6% |
| All | +66.5% | +1,612.1% | -1,545.6% | +52.2% |
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