+69.4%
LQD vs APO
+1,753.5%
-1,684.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | -0.4% | -1.0% | +0.6% | -0.4% |
| 30D | -0.8% | +3.5% | -4.2% | -0.9% |
| 3M | -1.9% | +4.5% | -6.5% | -2.1% |
| 6M | -2.7% | +22.8% | -25.4% | -3.5% |
| YTD | -1.3% | -6.5% | +5.2% | -1.2% |
| 1Y | 0.0% | +0.8% | -0.9% | -0.3% |
| 3Y | +14.9% | +62.0% | -47.1% | +11.9% |
| 5Y | -4.6% | +138.2% | -142.8% | -9.0% |
| 10Y | +22.0% | +940.3% | -918.3% | +12.9% |
| All | +69.4% | +1,753.5% | -1,684.1% | +54.5% |
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 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