+13.7%
O vs APO
+134.3%
-120.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.2% |
| 7D | -0.6% | +0.1% | -0.6% | -0.6% |
| 30D | -2.0% | +3.9% | -5.8% | -2.4% |
| 3M | +3.0% | +3.8% | -0.8% | +2.4% |
| 6M | -3.6% | +22.3% | -25.9% | -6.0% |
| YTD | +12.1% | -7.8% | +19.9% | +12.7% |
| 1Y | +8.9% | -0.3% | +9.2% | +8.2% |
| 3Y | +30.3% | +57.1% | -26.8% | +15.2% |
| 5Y | +13.7% | +137.0% | -123.3% | -8.8% |
| All | +13.7% | +134.3% | -120.6% | -8.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling