+50.9%
O vs APO
+936.6%
-885.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.4% |
| 7D | -3.5% | -4.9% | +1.4% | -2.4% |
| 30D | -3.3% | -8.4% | +5.1% | -1.5% |
| 3M | -2.8% | -2.1% | -0.8% | -2.9% |
| 6M | -5.8% | +19.2% | -25.0% | -10.3% |
| YTD | +9.4% | -10.5% | +19.9% | +10.7% |
| 1Y | +5.7% | -2.7% | +8.4% | +4.3% |
| 3Y | +27.2% | +52.5% | -25.2% | +5.4% |
| 5Y | +17.2% | +132.1% | -114.9% | -18.2% |
| All | +50.9% | +936.6% | -885.7% | -15.2% |
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 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