+82.7%
O vs APO
+890.3%
-807.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.4% | 0.0% |
| 7D | +3.5% | +8.1% | -4.5% | +1.7% |
| 30D | +10.4% | +3.4% | +7.0% | +9.4% |
| 3M | -2.4% | -6.6% | +4.2% | -1.3% |
| 6M | -1.2% | -7.1% | +5.9% | -0.3% |
| YTD | +10.4% | -14.1% | +24.5% | +12.6% |
| 1Y | +11.4% | -4.7% | +16.1% | +10.6% |
| 3Y | +40.4% | +51.3% | -10.9% | +15.9% |
| 5Y | +12.1% | +82.7% | -70.6% | -15.8% |
| 10Y | +82.7% | +845.7% | -763.0% | -1.7% |
| All | +82.7% | +890.3% | -807.6% | -1.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling